Plan Ledger DOL Form 5500 · updated monthly

Isolved Peo, LLC401(k)

ISOLVED PEO, LLC 401(K) PLAN · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
0.70%

Isolved Peo, LLC reported $479,219 in plan administrative expenses for 2022: 0.70% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,917th of 2,005), and 11,356th of 11,654 in professional & technical services. In 2022, employees put in $3.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$687,817
Participants with balances31
Active participants0
Employer contributions$2,877,318
Employee contributions$9,656,251
Employer contribution per active participant—
Average account balance$22,188
Benefits paid to participants$12,877,857
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO, LP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$479,219
Total administrative$479,219
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$479,219 · 0.70%
Similar plansProfessional & Technical Services · North Carolina
Bobbees Bottling, Inc. NC$954K · 1.32%
Holden Temporaries, Inc. NC$757K · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841543176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.