The full enrollment-confirmation screen as the fictional participant Maya Chen sees it inside her retirement-plan portal: a top navigation bar, a completed four-step enrollment progress trail, the confirmation banner, her participant details, her contribution election (4% pre-tax capturing the full match, highlighted), her investment election (an index target-date fund at 0.08%, highlighted), her beneficiary and vesting block, and action buttons. Two fields are marked as the ones that matter.
Meridian Retirement
DashboardMy PlanDocuments
MC
EligibilityContributionInvestmentsConfirmation
You're enrolled. Your elections are now in effect.
Confirmation #NP-2026-0218-44170 · Northpoint Systems Inc. 401(k) Plan · Plan #54122
PARTICIPANT
Name
Maya L. Chen
SSN
•••-••-4417
Date of birth
03/14/2002
Address
1820 Dexter Ave N, Apt 305, Seattle, WA 98109
Hire / eligibility
02/18/2026 · immediate
Annual eligible pay
$145,000.00
CONTRIBUTION ELECTIONthe field that matters most
Your deferral rate
4% of pay (pre-tax)
Match formula
100% of the first 4%
Per paycheck (26/yr)
$223.08 yours + $223.08 employer
Projected annual
$5,800 you + $5,800 match = $11,600/yr
Match status
Full match captured — 4% meets the 4% threshold
INVESTMENT ELECTIONthe field people forget
Fund selected
Meridian Target Retirement 2065 Index
Allocation
100% of contributions
Expense ratio
0.08% ($0.80 per $1,000/yr)
Type
Index target-date fund (plan default — actively chosen)
BENEFICIARY & ADMINISTRATION
Primary beneficiary
Daniel Chen (parent) — 100%
Auto-escalation
On — +1%/yr to 10% cap
Vesting — your contributions
100% immediate
Vesting — employer match
Graded — 20%/yr over 5 years
Confirmed
Feb 20, 2026 · 9:42 AM PT
Fictional specimen for educational use. Names, numbers, employer, and plan are invented and refer to no real person or account. Investing involves risk, including possible loss of principal.