What is a Plan Executive Summary?
The Plan Executive Summary is a comprehensive report that provides a view of your plan’s health, activity, participant engagement, investments, and trends. You can generate a report on demand for any supported reporting period, including a preset quarter or custom date range (available back to 2024 for plans on the platform that long). This report is available for eligible plans.
To access the “Reports” page, log in to your employer portal and navigate to the “Reports” tab. From the “Reports” page, you can view several different types of reports, including your Plan Executive Summary. Select Plan Executive Summary, choose your desired reporting period, and generate your report. Once generated, you can download the PDF.
What is included in the Plan Executive Summary report?
The Plan Executive Summary report includes:
- Plan summary and key metrics
- Contributions by money source
- Plan activity over time, including contributions, rollovers/transfers, withdrawals, loans, fees, forfeitures, and market gain/loss
- Participant engagement, including participation, registration, beneficiary assignment, and deferral rates
- Engagement by age
- Deferral summary
- Withdrawal activity
- Loan activity
- Investment summary, including assets by strategy, asset class, and fund performance
- Historical trends and peer comparisons, where available