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Benchmarking Isolved Peo, LLC 401(K) Plan in Charlotte, NC against all plans

 

Isolved Peo, LLC 401(K) Plan in Charlotte, NC has the 3rd-highest average account balance ($22,463) of the 371 plans that are not self-administered by the plan sponsor. That $22,463 compares to an average of $3,270 across those 371 plans.

Beating the average of $3,270 means an extra $594,992 in total assets.

Note: average account balance = total assets รท total participants

Isolved Peo, LLC 401(K) Plan has these standings among those 371 peer plans:

  • average account balance = $22,463 (3rd-highest)

  • total assets = $696,346 (98th-most)

  • total participants = 31 (20th-fewest)

Visualize

 
 

Peers

beat out by Pro-Vigil 401(K) Profit Sharing Plan and Trust in San Antonio, TX ($131,767) and Dma Corporation 401(K) Plan in Beaverton, OR ($66,216).

beat Luminii 401(K) Plan in Niles, IL ($17,913), Spin-Off Termination Plan for Simply Mac, Inc. in Salt Lake City, UT ($17,321), U. S. Small Business Exchange 401(K) Plan in New Britain, CT ($16,529), and Covestic Inc. 401k Profit Sharing Plan in Kirkland, WA ($12,472), and others, ending with Kajabi 401(K) Plan in Irvine, CA ($0).

References

  1. self-administered by the plan sponsor. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. average account balance. Higher values are better. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.