ISOLVED 401(K) PLAN
Plan Contact
- Address: 11215 N. COMMUNITY HOUSE RD,,,CHARLOTTE,NC
- Contact person: AMY MOSHER
- Phone: (800) 733-8839
Plan General Information
ISOLVED 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ISOLVED 401(K) PLAN is $87,083,653.00.This plan was established in 1997.
ISOLVED 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ISOLVED 401(K) PLAN is 2382
ISOLVED 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ISOLVED 401(K) PLAN is $36,559.00
ISOLVED 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ISOLVED 401(K) PLAN is $10,384.00.
ISOLVED 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ISOLVED 401(K) PLAN is approximately $1,717.00
Investing in this additonal $1,717.00 for 20 years would give you extra $109,950.00, assuming a 10% annual return.
Investing in this additonal $1,717.00 for 20 years would give you extra $109,950.00, assuming a 10% annual return.
ISOLVED 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, ISOLVED 401(K) PLAN allocates $4,092,208.00 to match its employees' contributions, providing an employer match rate of 33.09% of their contributions
ISOLVED 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ISOLVED 401(K) PLAN is 54.37%.
ISOLVED 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ISOLVED 401(K) PLAN is 18.11%. This measures the effectiveness of the plan participants' investments in the year.
ISOLVED 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ISOLVED 401(K) PLAN is 0.13%.
Enrollment Features
ISOLVED 401(K) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
Recent Articles
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
- Income Growth, Historical 401(k) Contribution Limit Data
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Historical Year-by-Year Annual 401(k) Contribution Limits
- Year-by-Year Income Levels in the U.S.
- Realistic Reference Data on Retirement Savings by Age in 2025
- Navigating the ExxonMobil Savings Plan: A Guide to Low-Cost Index Investing
- Cadence Design Systems Inc. 401(k): A Plan with Low-Cost Target Date and Index Funds
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...