Plan Ledger DOL Form 5500 · updated monthly

Agreeya Solutions, Inc.401(k)

AGREEYA SOLUTIONS 401(K) · FOLSOM, CA · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Agreeya Solutions, Inc. reported $76,643 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,438 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 0.82% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,695th of 9,483), and 8,269th of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has shrunk from 121 to 100 since 2022.

Plan summary
Net assets, end of year$9,167,102
Participants with balances171
Active participants100
Employer contributions$343,793
Employee contributions$775,207
Employer contribution per active participant$3,438
Average account balance$53,609
Benefits paid to participants$786,537
Plan auditUnmodified (clean) audit opinion
AuditorNARESH ARORA & GULRAJANI CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 171 accts · $344K emplr
2023$7.9M · 154 accts · $305K emplr
2022$6.5M · 152 accts · $301K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,276
Investment management$42,367
Total administrative$76,643
The Agreeya Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$3,438
Median for plans this size$1,313
2024$3,438 per active participant
2023$2,544 per active participant
2022$2,489 per active participant

Agreeya Solutions, 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$34,276
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$42,367

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$76,643 · 0.90%
2023$63,587 · 0.88%
2022$54,416 · 0.82%
Same employer
Similar plansProfessional & Technical Services · California
Glooko, Inc. CA$9.3M · 0.12%
Chatmeter, Inc. CA$9.3M · 0.17%
Sequoia Consulting Group CA$9.2M · 0.39%
Inner City Law Center CA$9.2M · 0.09%
Big Health, Inc. CA$9.2M · 0.30%
R Systems, Inc. CA$9.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202965578 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.