Plan Ledger DOL Form 5500 · updated monthly

Autism Academy for Education and Development401(k)

AAED & ESA 401(K) PLAN · TEMPE, AZ · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Autism Academy for Education and Development reported $1,043 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $714 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Arizona (1,122nd of 1,285), and 2,938th of 3,091 in educational services. In 2022, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,299,558
Participants with balances70
Active participants150
Employer contributions$107,028
Employee contributions$215,553
Employer contribution per active participant$714
Average account balance$18,565
Benefits paid to participants$206,567
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,043
Total administrative$1,043
The Autism Academy for Education and Development 401(k) match · 2022
Employer contribution per active participant$714
Median for plans this size$1,114

Autism Academy for Education and Development's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,043 · 0.08%
Similar plansEducational Services · Arizona
Bryan University, LLC AZ$2.3M · 0.62%
Accel AZ$2.1M · 1.08%
Stormwind, LLC AZ$2.0M · 0.57%
Skyline Education, Inc. AZ$1.2M · 1.77%
National Laser Institute AZ$382K · 2.57%
Lift Enrichment Inc AZ$22K · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461996978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.