Participant Summary
SMITH, JOHN xxx-xx-0987
Participant Information
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Edit Participant Information
First Name
Middle Name
Last Name
Address Line 1
Address Line 2
City
State
Zip Code
SSN (last 4 digits)
XXX - XX -
Name
SMITH, JOHN
Address
P.O. Box 1234
Hartford, CT 012345
Hartford, CT 012345
Date of Birth
01/15/1960
Age
62
SSN
xxx-xx-1234
Contribution InformationLast Contribution Date
01/01/YYYY
Last Contribution
$275.00
Current Deferral
Pretax Deferral
6%
Roth Deferral
$100.00
After Tax
1%
Pretax Catch Up
1%
Plan & Participant Search
First Name
Last NameSSN (last 4 digits)
XXX - XX -
Participant Status
Active - Eligible for Contributions
Location
0001 - ABC 1
Managed Account
Enrolled
Hire Date
01/01/YYYY
Eligibility Date
01/01/YYYY
Plan Entry Date
01/01/YYYY
Term Date
Plan Balance
Balance
Loan
Self-Directed Brokerage Balance
$5,345.23
Total Balance
$158,914.35
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Investment Elections
Managed Account
Enrolled
Fixed Accounts
50%
Solution 2035 Portfolio
25%
Stock Index Fund
25%
