WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI
Plan Contact
- Contact person: MR. ROBERT MCGUIRE
- Phone: (781) 893-1810
Plan General Information
WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI Total Retirement Plan Assets
At the end of 2009, the total retirement plan assets of WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI is $5,801,894.00.This plan was established in 1985.
WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI Total Number of Retirement Plan Participants
At the end of 2009, the total number of retirement plan participants in WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI is 167
WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI Average Participant Retirement Account Value
In 2009, the average participant retirement account value for WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI is $34,741.00
WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI Estimated Average Employee Contribution Amount
In 2009, the estimated average employee contribution amount per participant for WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI is $6,918.00.
WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI Estimated Average Employer Match
In 2009, the estimated average employer match for an employee in WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI is approximately $288.00
Investing in this additonal $288.00 for 20 years would give you extra $18,491.00, assuming a 10% annual return.
Investing in this additonal $288.00 for 20 years would give you extra $18,491.00, assuming a 10% annual return.
WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI Total Employer Contribution and Match Rate
In 2009, WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI allocates $48,250.00 to match its employees' contributions, providing an employer match rate of 8.35% of their contributions
WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI Total Retirement Plan Asset Growth Rate
In 2009, the total retirement plan asset growth rate of WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI is -4.18%.
WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI Estimated Aggregate Retirement Account Investment Gain/Loss
In 2009, the estimated aggregate retirement account investment gain/loss for WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI is -12.00%. This measures the effectiveness of the plan participants' investments in the year.
WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI Expense Ratio
In 2009, the investment and administrative expense ratio of WALTHAM SERVICES, INC. TAX-FAVORED EMPLOYEES SAVI is 0.66%.
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