SOUTHWEST MATCHING PLAN
Plan Contact
- Address: 18697 BAGLEY RD,MIDDLEBURG HEIGHTS,OH
- Contact person: SUZANNE SCHLOSS
- Phone: (440) 816-8033
Plan General Information
SOUTHWEST MATCHING PLAN Total Retirement Plan Assets
At the end of 2015, the total retirement plan assets of SOUTHWEST MATCHING PLAN is $85,793,486.00.This plan was established in 2002.
SOUTHWEST MATCHING PLAN Total Number of Retirement Plan Participants
At the end of 2015, the total number of retirement plan participants in SOUTHWEST MATCHING PLAN is 2923
SOUTHWEST MATCHING PLAN Average Participant Retirement Account Value
In 2015, the average participant retirement account value for SOUTHWEST MATCHING PLAN is $29,351.00
SOUTHWEST MATCHING PLAN Estimated Average Employee Contribution Amount
In 2015, the estimated average employee contribution amount per participant for SOUTHWEST MATCHING PLAN is $5,053.00.
SOUTHWEST MATCHING PLAN Estimated Average Employer Match
In 2015, the estimated average employer match for an employee in SOUTHWEST MATCHING PLAN is approximately $797.00
Investing in this additonal $797.00 for 20 years would give you extra $51,071.00, assuming a 10% annual return.
Investing in this additonal $797.00 for 20 years would give you extra $51,071.00, assuming a 10% annual return.
SOUTHWEST MATCHING PLAN Total Employer Contribution and Match Rate
In 2015, SOUTHWEST MATCHING PLAN allocates $2,332,510.00 to match its employees' contributions, providing an employer match rate of 31.58% of their contributions
SOUTHWEST MATCHING PLAN Total Retirement Plan Asset Growth Rate
In 2015, the total retirement plan asset growth rate of SOUTHWEST MATCHING PLAN is 5.12%.
SOUTHWEST MATCHING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2015, the estimated aggregate retirement account investment gain/loss for SOUTHWEST MATCHING PLAN is 0.31%. This measures the effectiveness of the plan participants' investments in the year.
SOUTHWEST MATCHING PLAN Expense Ratio
In 2015, the investment and administrative expense ratio of SOUTHWEST MATCHING PLAN is 0.05%.
Enrollment Features
SOUTHWEST MATCHING PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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