Plan type: (check all that apply)
No business retirement plan
Employer makes 401(k) matching contributions?
Yes, 10% or more
Employer makes non-matching contributions to the plan?
Number of years to full vesting in employer's contributions?
6 years or more
Frequency of written reports:
Timeliness of written reports (date received after end
of reporting period):
91 days or more
Investments are valued:
Employees choose investments?
If "yes," number of fund choices?
16 or more
Check all that apply:
404(c) notices provided
Guaranteed Account available
Employee education: (check all that apply)
Customized enrollment kits
Online account information
Online investment education
If your plan ranks below average, would you like to receive
information about alternatives?
Number of participants in plan:
Estimated annual contribution:
Approximate plan assets: