Plan Ledger DOL Form 5500 · updated monthly

Acelero, Inc.401(k)

ACELERO LEARNING RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Acelero, Inc. reported $179,860 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $932 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 fell from 0.68% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,904th-largest of 5,648 plans among New York employers on file, and the 1,264th of 3,091 in educational services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 1,300 to 1,721 since 2022.

Plan summary
Net assets, end of year$31,135,759
Participants with balances1,086
Active participants1,721
Employer contributions$1,604,225
Employee contributions$3,206,238
Employer contribution per active participant$932
Average account balance$28,670
Benefits paid to participants$2,064,068
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 1,086 accts · $1.6M emplr
2023$25.2M · 1,036 accts · $1.3M emplr
2022$20.2M · 961 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$116,112
Investment management$63,748
Total administrative$179,860
The Acelero, Inc. 401(k) match · 2024
Employer contribution per active participant$932
Median for plans this size$2,416
2024$932 per active participant
2023$987 per active participant
2022$1,058 per active participant

Acelero, Inc.'s 2024 employer contribution ran below the $2,416 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
FIDELITY WORKPLACE SERVICES, LLC · Plan administrator · Trustee (discretionary)$116,112
CREATIVE PLANNING LLC · Investment advisory (plan)$46,944
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$16,804

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$179,860 · 0.64%
2023$174,138 · 0.77%
2022$138,188 · 0.68%
Same employer
Similar plansEducational Services · New York
Alliance University NY$33.0M · 0.00%
The Summit Center Inc. NY$32.5M · 0.36%
Medaille University NY$31.6M · 0.02%
The Stony Brook School NY$30.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300077025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.