Plan Ledger DOL Form 5500 · updated monthly

Accelerate Learning Inc.401(k)

ACCELERATE LEARNING INC. RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Accelerate Learning Inc. reported $26,996 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,842 per active participant. 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Texas (2,997th of 5,688), and 2,079th of 3,091 in educational services. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,432,076
Participants with balances276
Active participants250
Employer contributions$960,568
Employee contributions$1,782,283
Employer contribution per active participant$3,842
Average account balance$37,797
Benefits paid to participants$3,669,146
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.4M · 276 accts · $961K emplr
2023$9.4M · 310 accts · $34K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,925
Investment management$71
Total administrative$26,996
The Accelerate Learning Inc. 401(k) match · 2024
Employer contribution per active participant$3,842
Median for plans this size$1,313
2024$3,842 per active participant
2023$181 per active participant

Accelerate Learning Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,925

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$26,996 · 0.27%
2023Not separately reported
Same employer
Similar plansEducational Services · Texas
Ips Enterprises, Inc. TX$10.7M · 1.76%
Bayes Achievement Center TX$10.7M · 0.21%
Brighton Center TX$10.3M · 0.44%
The Post Oak School TX$10.1M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464015703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.