WELLER MANAGEMENT RETIREMENT PLAN
Plan Contact
- Address: 7284 W. PALMETTO PARK ROAD,,BOCA RATON,FL
- Contact person: NANCY MCCARTNEY
- Phone: (561) 826-3917
Plan General Information
WELLER MANAGEMENT RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of WELLER MANAGEMENT RETIREMENT PLAN is $4,119,423.00.This plan was established in 2006.
WELLER MANAGEMENT RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in WELLER MANAGEMENT RETIREMENT PLAN is 268
WELLER MANAGEMENT RETIREMENT PLAN Average Participant Retirement Account Value
In 2022, the average participant retirement account value for WELLER MANAGEMENT RETIREMENT PLAN is $15,370.00
WELLER MANAGEMENT RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for WELLER MANAGEMENT RETIREMENT PLAN is $1,681.00.
WELLER MANAGEMENT RETIREMENT PLAN Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in WELLER MANAGEMENT RETIREMENT PLAN is approximately $353.00
Investing in this additonal $353.00 for 20 years would give you extra $22,650.00, assuming a 10% annual return.
Investing in this additonal $353.00 for 20 years would give you extra $22,650.00, assuming a 10% annual return.
WELLER MANAGEMENT RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2022, WELLER MANAGEMENT RETIREMENT PLAN allocates $94,849.00 to match its employees' contributions, providing an employer match rate of 19.49% of their contributions
WELLER MANAGEMENT RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of WELLER MANAGEMENT RETIREMENT PLAN is -18.30%.
WELLER MANAGEMENT RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for WELLER MANAGEMENT RETIREMENT PLAN is -16.57%. This measures the effectiveness of the plan participants' investments in the year.
WELLER MANAGEMENT RETIREMENT PLAN Expense Ratio
In 2022, the investment and administrative expense ratio of WELLER MANAGEMENT RETIREMENT PLAN is 1.22%.
Enrollment Features
WELLER MANAGEMENT RETIREMENT 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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