SOUTHEASTERN ORTHOPAEDICS 401K PLAN
Plan Contact
- Contact person: ELLEN M. MASSEY
- Phone: (865) 769-4506
Plan General Information
SOUTHEASTERN ORTHOPAEDICS 401K PLAN Total Retirement Plan Assets
At the end of 2007, the total retirement plan assets of SOUTHEASTERN ORTHOPAEDICS 401K PLAN is $74,875,953.00.This plan was established in 1998.
SOUTHEASTERN ORTHOPAEDICS 401K PLAN Total Number of Retirement Plan Participants
At the end of 2007, the total number of retirement plan participants in SOUTHEASTERN ORTHOPAEDICS 401K PLAN is 406
SOUTHEASTERN ORTHOPAEDICS 401K PLAN Average Participant Retirement Account Value
In 2007, the average participant retirement account value for SOUTHEASTERN ORTHOPAEDICS 401K PLAN is $184,423.00
SOUTHEASTERN ORTHOPAEDICS 401K PLAN Estimated Average Employee Contribution Amount
In 2007, the estimated average employee contribution amount per participant for SOUTHEASTERN ORTHOPAEDICS 401K PLAN is $3,626.00.
SOUTHEASTERN ORTHOPAEDICS 401K PLAN Estimated Average Employer Match
In 2007, the estimated average employer match for an employee in SOUTHEASTERN ORTHOPAEDICS 401K PLAN is approximately $7,249.00
Investing in this additonal $7,249.00 for 20 years would give you extra $463,943.00, assuming a 10% annual return.
Investing in this additonal $7,249.00 for 20 years would give you extra $463,943.00, assuming a 10% annual return.
SOUTHEASTERN ORTHOPAEDICS 401K PLAN Total Employer Contribution and Match Rate
In 2007, SOUTHEASTERN ORTHOPAEDICS 401K PLAN allocates $2,943,139.00 to match its employees' contributions, providing an employer match rate of 399.83% of their contributions
SOUTHEASTERN ORTHOPAEDICS 401K PLAN Total Retirement Plan Asset Growth Rate
In 2007, the total retirement plan asset growth rate of SOUTHEASTERN ORTHOPAEDICS 401K PLAN is 13.17%.
SOUTHEASTERN ORTHOPAEDICS 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2007, the estimated aggregate retirement account investment gain/loss for SOUTHEASTERN ORTHOPAEDICS 401K PLAN is 7.33%. This measures the effectiveness of the plan participants' investments in the year.
SOUTHEASTERN ORTHOPAEDICS 401K PLAN Expense Ratio
In 2007, the investment and administrative expense ratio of SOUTHEASTERN ORTHOPAEDICS 401K PLAN is 0.05%.
Enrollment Features
SOUTHEASTERN ORTHOPAEDICS 401K PLAN has the following features:Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
Recent Articles
- Warren Buffett's Phenomenal Run: The Oracle May Retire, But His Legacy Endures
- May 2025 MyPlanIQ Portfolio Update
- One Fund Does It All
- Target Date Funds for Young Professionals
- Top 10 Target Date Fund Providers for Retirement Investing
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...