SUN LAKES HOA, #3 401(K) PLAN

Plan Contact

  • Address: 24218 S OAKWOOD BLVD,SUN LAKES,AZ
  • Contact person: WILLIAM GATES
  • Phone: (480) 317-3625

Plan General Information

SUN LAKES HOA, #3 401(K) PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of SUN LAKES HOA, #3 401(K) PLAN is $112,867.00.This plan was established in 2013.

SUN LAKES HOA, #3 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in SUN LAKES HOA, #3 401(K) PLAN is 152

SUN LAKES HOA, #3 401(K) PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for SUN LAKES HOA, #3 401(K) PLAN is $742.00

SUN LAKES HOA, #3 401(K) PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for SUN LAKES HOA, #3 401(K) PLAN is $558.00.

SUN LAKES HOA, #3 401(K) PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in SUN LAKES HOA, #3 401(K) PLAN is approximately $75.00
Investing in this additonal $75.00 for 20 years would give you extra $4,862.00, assuming a 10% annual return.

SUN LAKES HOA, #3 401(K) PLAN Total Employer Contribution and Match Rate

In 2016, SUN LAKES HOA, #3 401(K) PLAN allocates $11,549.00 to match its employees' contributions, providing an employer match rate of 27.19% of their contributions

SUN LAKES HOA, #3 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of SUN LAKES HOA, #3 401(K) PLAN is -80.72%.

SUN LAKES HOA, #3 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for SUN LAKES HOA, #3 401(K) PLAN is 9.95%. This measures the effectiveness of the plan participants' investments in the year.

SUN LAKES HOA, #3 401(K) PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of SUN LAKES HOA, #3 401(K) PLAN is 3.32%.

Enrollment Features

SUN LAKES HOA, #3 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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