Plan Ledger DOL Form 5500 · updated monthly

Accountabilit, LLC401(k)

ACCOUNTABILLT, LLC 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Accountabilit, LLC reported $60,761 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $0 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 fell from 0.90% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Arizona (650th of 1,285), and 1,625th of 2,199 in information & media.

Plan summary
Net assets, end of year$8,205,731
Participants with balances162
Active participants122
Employer contributions$0
Employee contributions$729,016
Employer contribution per active participant$0
Average account balance$50,653
Benefits paid to participants$618,046
Plan auditUnmodified (clean) audit opinion
AuditorMANSPERGER PATTERSON MULLINS PLC
Plan history2
Yearassets · accounts · employer contribution
2024$8.2M · 162 accts
2023$7.2M · 137 accts · $5K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,185
Investment management$49,576
Total administrative$60,761
The Accountabilit, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Accountabilit, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20243
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$44,137
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,185
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,439

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$60,761 · 0.79%
2023$59,295 · 0.90%
Same employer
Similar plansInformation & Media · Arizona
Paradox Inc AZ$10.7M · 0.48%
Madden Preprint Media, LLC AZ$10.6M · 0.77%
Wick Communications Co. AZ$10.0M · 0.34%
Stodge Inc AZ$8.1M · 0.10%
Theskimm, Inc. AZ$7.8M · 0.12%
Brightside Benefit Inc. AZ$6.4M · 0.12%
Virtuous Software, Inc. AZ$6.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811395842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.