Plan Ledger DOL Form 5500 · updated monthly

Acceleration Partners LLC401(k)

ACCELERATION PARTNERS RETIREMENT SAVINGS PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Acceleration Partners LLC reported $72,003 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,186 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 2 years on file its reported administrative ratio rose from 0.49% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,688th of 2,726), and 7,218th of 11,654 in professional & technical services. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,580,793
Participants with balances248
Active participants218
Employer contributions$694,583
Employee contributions$1,446,802
Employer contribution per active participant$3,186
Average account balance$50,729
Benefits paid to participants$1,386,518
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 248 accts · $695K emplr
2023$10.1M · 251 accts · $705K emplr
2022$7.0M · 227 accts · $559K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,859
Investment management$40,144
Total administrative$72,003
The Acceleration Partners LLC 401(k) match · 2024
Employer contribution per active participant$3,186
Median for plans this size$2,416
2024$3,186 per active participant
2023$3,066 per active participant
2022$2,378 per active participant

Acceleration Partners LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
HAYS FINANCIAL GROUP · Investment advisory (plan)$37,370
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$31,859
WEALTH MANAGEMENT SYSTEMS INC · Other servicesindirect comp

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

Administrative cost history3
2024$72,003 · 0.63%
2023$60,346 · 0.71%
2022$34,496 · 0.49%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
The Phia Group, LLC MA$12.6M · 0.47%
Bergmeyer Associates, Inc. MA$12.6M · 0.43%
Evolv Technologies, Inc. MA$12.6M · 0.13%
3 Play Media Inc MA$12.6M · 0.40%
Coretelligent LLC MA$12.6M · 0.77%
Notarize, Inc. MA$12.5M · 0.46%
Talentburst, Inc. MA$12.5M · 0.39%
Clean Air Task Force MA$12.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421751446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.