PLANISWARE 401(K) PLAN

At the end of 2022, the total retirement plan assets of PLANISWARE 401(K) PLAN is $16,778,510.This plan was established in 2006.

At the end of 2022, the total number of retirement plan participants in PLANISWARE 401(K) PLAN is 169

In 2022, the average participant retirement account value for PLANISWARE 401(K) PLAN is $99,281

In 2022, the estimated average employee contribution amount per participant for PLANISWARE 401(K) PLAN is $7,915

In 2022, the estimated average employer match for an employee in PLANISWARE 401(K) PLAN is approximately $4,414

In 2022, PLANISWARE 401(K) PLAN allocates $746,114 to match its employees’ contributions, providing an employer match rate of 61.81% of their contributions

In 2022, the total retirement plan asset growth rate of PLANISWARE 401(K) PLAN is -10.76%

In 2022, the estimated aggregate retirement account investment gain/loss for PLANISWARE 401(K) PLAN is -17.27%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of PLANISWARE 401(K) PLAN is 0.40%.

Enrollment Features

PLANISWARE 401(K) 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.