Plan Ledger DOL Form 5500 · updated monthly

Blue Matter Consulting401(k)

BLUE MATTER CONSULTING 401(K) PLAN · SOUTH SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Blue Matter Consulting reported $21,502 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $6,761 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 has held roughly steady near 0.130%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,711th-largest of 9,483 plans among California employers on file, and the 5,666th of 11,654 in professional & technical services. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,423,489
Participants with balances194
Active participants179
Employer contributions$1,210,194
Employee contributions$2,295,265
Employer contribution per active participant$6,761
Average account balance$100,121
Benefits paid to participants$660,533
Plan auditUnmodified (clean) audit opinion
AuditorABBOTT, STRINGHAM & LYNCH
Plan history2
Yearassets · accounts · employer contribution
2024$19.4M · 194 accts · $1.2M emplr
2023$13.8M · 171 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,346
Investment management$1,156
Total administrative$21,502
The Blue Matter Consulting 401(k) match · 2024
Employer contribution per active participant$6,761
Median for plans this size$2,416
2024$6,761 per active participant
2023$6,862 per active participant

Blue Matter Consulting's 2024 employer contribution ran above the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,346

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

Administrative cost history2
2024$21,502 · 0.13%
2023$14,551 · 0.13%
Same employer
Similar plansProfessional & Technical Services · California
Mirantis, Inc. CA$19.7M · 0.05%
Mineral, Inc. CA$19.6M · 0.01%
Bay Area Legal Aid CA$19.5M · 0.01%
Employers Resource CA$19.3M · 1.12%
Gafcon, Inc. CA$19.3M · 0.01%
Tomra Sorting, Inc. CA$19.3M · 0.02%
Hackerone Inc. CA$19.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461097578 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.