Plan Ledger DOL Form 5500 · updated monthly

Accelerated Analytical Inc401(k)

ACCELERATED ANALYTICAL INC 401(K) PROFIT SHARING PLAN & TRUST · MILWAUKEE, WI · plan year 2023

Reported admin expense ratio · 2023
0.75%

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

Accelerated Analytical Inc reported $8,982 in plan administrative expenses for 2023: 0.75% of average plan assets, above the peer median. Employer contributions averaged $1,741 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.

Across the 1 year on file its reported administrative ratio rose from 0.43% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,874th of 1,936), and 10,605th of 11,911 in health care & social assistance. In 2023, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,328,927
Participants with balances38
Active participants42
Employer contributions$73,105
Employee contributions$199,811
Employer contribution per active participant$1,741
Average account balance$34,972
Benefits paid to participants$238,180
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.3M · 38 accts · $73K emplr
2022$1.1M · 102 accts · $154K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,552
Trustee / custodial$430
Total administrative$8,982
The Accelerated Analytical Inc 401(k) match · 2023
Employer contribution per active participant$1,741
Median for plans this size$1,308
2023$1,741 per active participant
2022$1,094 per active participant

Accelerated Analytical Inc's 2023 employer contribution ran above the $1,308 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PAYCHEX, INC. · Recordkeeping$8,682

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

Administrative cost history2
2023$8,982 · 0.75%
2022$4,212 · 0.43%
Similar plansHealth Care & Social Assistance · Wisconsin
Community Advocates, Inc. WI$1.4M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 300448477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.