RETIREMENT INCOME SECURITY PLAN-SOLO
Plan Contact
- Address: 3049 EXECUTIVE PARKWAY,,LEHI,UT
- Contact person: STEVEN STOUT
- Phone: (888) 316-5845
Plan General Information
RETIREMENT INCOME SECURITY PLAN-SOLO Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of RETIREMENT INCOME SECURITY PLAN-SOLO is $2,671,962.00.This plan was established in 2023.
RETIREMENT INCOME SECURITY PLAN-SOLO Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in RETIREMENT INCOME SECURITY PLAN-SOLO is 328
RETIREMENT INCOME SECURITY PLAN-SOLO Average Participant Retirement Account Value
In 2023, the average participant retirement account value for RETIREMENT INCOME SECURITY PLAN-SOLO is $8,146.00
RETIREMENT INCOME SECURITY PLAN-SOLO Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for RETIREMENT INCOME SECURITY PLAN-SOLO is $4,868.00.
RETIREMENT INCOME SECURITY PLAN-SOLO Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in RETIREMENT INCOME SECURITY PLAN-SOLO is approximately $1,310.00
Investing in this additonal $1,310.00 for 20 years would give you extra $83,899.00, assuming a 10% annual return.
Investing in this additonal $1,310.00 for 20 years would give you extra $83,899.00, assuming a 10% annual return.
RETIREMENT INCOME SECURITY PLAN-SOLO Total Employer Contribution and Match Rate
In 2023, RETIREMENT INCOME SECURITY PLAN-SOLO allocates $429,986.00 to match its employees' contributions, providing an employer match rate of 53.86% of their contributions
RETIREMENT INCOME SECURITY PLAN-SOLO Expense Ratio
In 2023, the investment and administrative expense ratio of RETIREMENT INCOME SECURITY PLAN-SOLO is 0.39%.
Enrollment Features
RETIREMENT INCOME SECURITY PLAN-SOLO has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Best Strategy to Withdraw Funds in Retirement
- Retirement Milestone Cheat Sheet
- Savings Hacks
- July 2025 MyPlanIQ Portfolio Update
- Annuity Income Payout vs. Invest & Withdraw
- What $1 Million Really Buys You in Retirement: Annuity vs. Investment Strategy
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
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 ...