Southwest Airlines Pilots' Association (SWAPA)
| Location | Dallas, TX |
| Asset Size | $4.1B |
| Number of Participants | 5,000 – 9,999 Participants |
| Business | Airlines |
| Participation rate | 96% |
| Avg. deferral rate | 9.7% |
| No. of funds offered | 19 |
| Investment Review | Quarterly |
| True-up feature | Yes |
| Match Vesting Period | Immediate |
| Eligibility | Immediate |
| Default deferral rate | NA* |
| Default investment | Retail TDF (active) |
| Auto-escalation | Opt-in |
| Systematic withdrawals | Yes |
| Fee equalization | Yes |
| 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 strategies | x |
| College saving | |
| Credit/debt mgt | |
| Tax/estate planning | |
| Retiree health costs/savings options | |
| Recordkeeper | Charles Schwab |
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