UPM-KYMMENE GROUP SAVINGS PLAN

Plan Contact

  • Contact person: JAMES SCARBROUGH
  • Phone: (828) 651-4800

Plan General Information

UPM-KYMMENE GROUP SAVINGS PLAN Total Retirement Plan Assets

At the end of 2005, the total retirement plan assets of UPM-KYMMENE GROUP SAVINGS PLAN is $10,051,913.00.This plan was established in 1991.

UPM-KYMMENE GROUP SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2005, the total number of retirement plan participants in UPM-KYMMENE GROUP SAVINGS PLAN is 329

UPM-KYMMENE GROUP SAVINGS PLAN Average Participant Retirement Account Value

In 2005, the average participant retirement account value for UPM-KYMMENE GROUP SAVINGS PLAN is $30,552.00

UPM-KYMMENE GROUP SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2005, the estimated average employee contribution amount per participant for UPM-KYMMENE GROUP SAVINGS PLAN is $5,027.00.

UPM-KYMMENE GROUP SAVINGS PLAN Estimated Average Employer Match

In 2005, the estimated average employer match for an employee in UPM-KYMMENE GROUP SAVINGS PLAN is approximately $858.00
Investing in this additonal $858.00 for 20 years would give you extra $54,963.00, assuming a 10% annual return.

UPM-KYMMENE GROUP SAVINGS PLAN Total Employer Contribution and Match Rate

In 2005, UPM-KYMMENE GROUP SAVINGS PLAN allocates $282,545.00 to match its employees' contributions, providing an employer match rate of 34.17% of their contributions

UPM-KYMMENE GROUP SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2005, the total retirement plan asset growth rate of UPM-KYMMENE GROUP SAVINGS PLAN is 95.54%.

UPM-KYMMENE GROUP SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2005, the estimated aggregate retirement account investment gain/loss for UPM-KYMMENE GROUP SAVINGS PLAN is 66.70%. This measures the effectiveness of the plan participants' investments in the year.

UPM-KYMMENE GROUP SAVINGS PLAN Expense Ratio

In 2005, the investment and administrative expense ratio of UPM-KYMMENE GROUP SAVINGS PLAN is 0.04%.

Enrollment Features


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 ...