Query

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---# DC Plans by Plan Type

Select distinct PlanType from PlanAccount where planType like '401(k)%'


Select Count(PlanNumber) clientStatus from PlanAccount where planType like '401(
k)%'
and (clientStatus='Proposed' or clientStatus not like '%ed')
Select Count(PlanNumber) clientStatus from PlanAccount where planType like '403
(b)'
and (clientStatus='Proposed' or clientStatus not like '%ed')
Select Count(PlanNumber) clientStatus from PlanAccount where planType like '457
%'
and (clientStatus='Proposed' or clientStatus not like '%ed')
----DC Recordkept Assets by Plan Type
Select Sum(ExistingAssets) clientStatus from PlanAccount where planType like '40
1(k)%'
and (clientStatus='Proposed' or clientStatus not like '%ed')
------# DC Plans by Plan Asset Size
Select Count(PlanNumber)from PlanAccount where
(clientStatus='Proposed' or clientStatus not like '%ed')
And ExistingAssets <1000000
Select Count(PlanNumber)from PlanAccount where
(clientStatus='Proposed' or clientStatus not like '%ed')
And ExistingAssets between 1000000 and 5000000
--------DC Recordkept Assets by Plan Asset Size
Select Sum(ExistingAssets) from PlanAccount where
(clientStatus='Proposed' or clientStatus not like '%ed')
And ExistingAssets <1000000
----# DC Plans by Participant Segments
Select Count(PlanNumber)from PlanAccount where
(clientStatus='Proposed' or clientStatus not like '%ed')
And Participants <100
----DC Recordkept Assets by Participant Segments:
Select Sum(ExistingAssets) from PlanAccount where
(clientStatus='Proposed' or clientStatus not like '%ed')
And Participants <100
--

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