Plan Ledger DOL Form 5500 · updated monthly

Clarify Health Solutions, Inc.401(k)

CLARIFY HEALTH SOLUTIONS, INC.401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Clarify Health Solutions, Inc. reported $3,762 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% 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.

Across the 2 years on file its reported administrative ratio fell from 0.15% to 0.03%. 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 4,347th-largest of 9,483 plans among California employers on file, and 6,511th of 11,654 in professional & technical services. active participation has shrunk from 263 to 154 since 2022.

Plan summary
Net assets, end of year$15,276,731
Participants with balances211
Active participants154
Employer contributions$0
Employee contributions$2,159,540
Employer contribution per active participant$0
Average account balance$72,402
Benefits paid to participants$3,093,123
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 211 accts
2023$14.0M · 228 accts
2022$10.2M · 242 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,762
Total administrative$3,762
The Clarify Health Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Clarify Health Solutions, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

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

Administrative cost history3
2024$3,762 · 0.03%
2023$11,694 · 0.10%
2022$14,008 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
Health Advocates, LLC CA$15.4M · 0.25%
Lance, Soll & Lunghard, LLP CA$15.3M · 0.45%
Erasca, Inc. CA$15.3M · 0.04%
Sgi, Inc. CA$15.2M · 0.42%
Instabase CA$15.2M · 0.13%
Pro Farm Group, Inc. CA$15.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475611020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.