WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN

Plan Contact

  • Address: P.O. BOX 676,BRATTLEBORO,VT
  • Contact person: KATIE KOLOSEIKE
  • Phone: (802) 258-3111

Plan General Information

WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN is $51,271,296.00.This plan was established in 1957.

WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN is 1281

WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN is $40,024.00

WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN is $2,097.00.

WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN is approximately $645.00
Investing in this additonal $645.00 for 20 years would give you extra $41,339.00, assuming a 10% annual return.

WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN Total Employer Contribution and Match Rate

In 2011, WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN allocates $827,426.00 to match its employees' contributions, providing an employer match rate of 61.58% of their contributions

WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN is 27.38%.

WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN is 29.77%. This measures the effectiveness of the plan participants' investments in the year.

WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of WORLD LEARNING, INC. DEFINED CONTRIBUTION PLAN is 0.00%.

Enrollment Features

WORLD LEARNING, INC. DEFINED CONTRIBUTION 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.

Recent Articles

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

Get Started

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 …

Click for tips and plans for income

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 …