Plan Ledger DOL Form 5500 · updated monthly

Auxilio Inc401(k)

AUXILIO INC 401(K) PROFIT SHARING PLAN & TRUST · BLUE ASH, OH · plan year 2020

Reported admin expense ratio · 2020
8.21%

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

Auxilio Inc reported $2,337 in plan administrative expenses for 2020: 8.21% of average plan assets, higher than ~90% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Ohio (3,283rd of 3,295), and 2,660th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$28,466
Participants with balances31
Active participants447
Employer contributions$0
Employee contributions$27,155
Employer contribution per active participant$0
Average account balance$918
Benefits paid to participants$174
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$2,333
Investment management$4
Total administrative$2,337
The Auxilio Inc 401(k) match · 2020
Employer contribution per active participant$0
Median for plans this size$246

Auxilio Inc's 2020 employer contribution ran below the $246 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$2,337 · 8.21%
Similar plansTransportation & Warehousing · Ohio
Collectors LLC OH$221K · 0.46%
Xtreme Express LLC OH$63K · 2.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460528118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.