Southwest Airlines Pilots' Association (SWAPA)

LocationDallas, TX
Asset Size$4.1B
Number of Participants5,000 – 9,999 Participants
BusinessAirlines
Participation rate96%
Avg. deferral rate9.7%
No. of funds offered19
Investment ReviewQuarterly
True-up featureYes
Match Vesting PeriodImmediate
EligibilityImmediate
Default deferral rateNA*
Default investmentRetail TDF (active)
Auto-escalationOpt-in
Systematic withdrawalsYes
Fee equalizationYes
Match Rate$1 for $1 up to 9.3% of salary
% receiving full match>90%
Max Employer Contribution>10.0%
  
Financial education: 
Saving/budgeting 
Investing strategiesx
College saving 
Credit/debt mgt 
Tax/estate planning 
Retiree health costs/savings options 
  
RecordkeeperCharles Schwab
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