Reporting

Maintaining and monitoring your retirement plan is easy with the DailyAccess Plan Sponsor website. Plan sponsors may select a number of reporting options and can instantaneously receive these reports on the site:

Plan level reports available on the Plan Sponsor website include:

• Asset Allocation
• Census
• Conversion Details
• Deferral Change History
• Distribution History
• Eligible Employees Not Participating
• Employees with Balances
• Forfeiture Activity
• Forfeiture Summary
• Forfeiture Specifications
• Investment Elections by Fund/Source
• Key Executives & Shareholders
• Outstanding Loan Balances
• Participant Balances By Fund
• Participation Rates
• Participants with Default Investment Elections
• Payroll Upload History
• Pending Transactions
• Plan Summary
• Projected Eligibility
• Projected Salary
• Transfer History Summary

Online reports available to participants on the Participant website include:

• Employee Balances
• Investment Elections
• Pending Transactions

Our reporting capabilities are designed to provide plan sponsors with the information they need most – at the click of a mouse. To learn more or to view sample reports, please contact sales@dailyaccess.com.