THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO)
Plan Contact
- Address: 1000 WHITLOCK AVE,,MARIETTA,GA
- Contact person: HAROLD G. HARTSIG III
- Phone: (404) 921-3815
Plan General Information
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) is $163,109,218.00.This plan was established in 2021.
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) is 1754
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) is $92,992.00
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) is $5,870.00.
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) is approximately $1,928.00
Investing in this additonal $1,928.00 for 20 years would give you extra $123,417.00, assuming a 10% annual return.
Investing in this additonal $1,928.00 for 20 years would give you extra $123,417.00, assuming a 10% annual return.
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) Total Employer Contribution and Match Rate
In 2023, THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) allocates $3,382,406.00 to match its employees' contributions, providing an employer match rate of 65.69% of their contributions
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) is 65.52%.
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) is 67.66%. This measures the effectiveness of the plan participants' investments in the year.
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) Expense Ratio
In 2023, the investment and administrative expense ratio of THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) is 0.16%.
Enrollment Features
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) 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.
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