Plan Ledger DOL Form 5500 · updated monthly

American Academy of Ophthalmology401(k)

AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

American Academy of Ophthalmology reported $44,768 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,910 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 944th-largest of 9,483 plans among California employers on file, and the 187th of 3,341 in other services. In 2024, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$106,977,959
Participants with balances288
Active participants196
Employer contributions$2,530,453
Employee contributions$2,742,735
Employer contribution per active participant$12,910
Average account balance$371,451
Benefits paid to participants$4,494,758
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,178
Investment management$30,590
Total administrative$44,768
The American Academy of Ophthalmology 401(k) match · 2024
Employer contribution per active participant$12,910
Median for plans this size$3,635

American Academy of Ophthalmology's 2024 employer contribution ran above the $3,635 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$44,243

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

Administrative cost history1
2024$44,768 · 0.04%
Similar plansOther Services · California
Stamps.com Inc CA$117.3M · 0.03%
Fulgent Therapeutics LLC CA$108.9M · 0.10%
The Trust for Public Land CA$95.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411758965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.