SWOON GROUP, LLC RETIREMENT PLAN

Plan Contact

  • Address: 300 S. WACKER DRIVE,,CHICAGO,IL
  • Contact person: AMANDA WOLF
  • Phone: (312) 450-8700

Plan General Information

SWOON GROUP, LLC RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SWOON GROUP, LLC RETIREMENT PLAN is $6,992,091.00.This plan was established in 2013.

SWOON GROUP, LLC RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SWOON GROUP, LLC RETIREMENT PLAN is 629

SWOON GROUP, LLC RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SWOON GROUP, LLC RETIREMENT PLAN is $11,116.00

SWOON GROUP, LLC RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SWOON GROUP, LLC RETIREMENT PLAN is $2,945.00.

SWOON GROUP, LLC RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SWOON GROUP, LLC RETIREMENT PLAN is approximately $559.00
Investing in this additonal $559.00 for 20 years would give you extra $35,823.00, assuming a 10% annual return.

SWOON GROUP, LLC RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, SWOON GROUP, LLC RETIREMENT PLAN allocates $352,082.00 to match its employees' contributions, providing an employer match rate of 24.70% of their contributions

SWOON GROUP, LLC RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SWOON GROUP, LLC RETIREMENT PLAN is 31.74%.

SWOON GROUP, LLC RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SWOON GROUP, LLC RETIREMENT PLAN is 20.57%. This measures the effectiveness of the plan participants' investments in the year.

SWOON GROUP, LLC RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SWOON GROUP, LLC RETIREMENT PLAN is 0.51%.

Enrollment Features

SWOON GROUP, LLC RETIREMENT 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.


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