WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN

Plan Contact

  • Contact person: MICHAEL D. STROHM
  • Phone: (913) 236-1979

Plan General Information

WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN is $94,025,860.00.This plan was established in 1980.

WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN is 1531

WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN Average Participant Retirement Account Value

In 2008, the average participant retirement account value for WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN is $61,414.00

WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN is $11,265.00.

WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN is approximately $2,494.00
Investing in this additonal $2,494.00 for 20 years would give you extra $159,640.00, assuming a 10% annual return.

WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN Total Employer Contribution and Match Rate

In 2008, WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN allocates $3,818,891.00 to match its employees' contributions, providing an employer match rate of 44.28% of their contributions

WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN is -28.35%.

WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN is -33.34%. This measures the effectiveness of the plan participants' investments in the year.

WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN Expense Ratio

In 2008, the investment and administrative expense ratio of WADDELL & REED FINANCIAL, INC. 401K AND THRIFT PLAN is 0.00%.

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