Plan Ledger DOL Form 5500 · updated monthly

Colorado Academy403(b)

COLORADO ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN · DENVER, CO · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Colorado Academy reported $36,102 in plan administrative expenses for 2022: 0.06% of average plan assets, below the peer median. Employer contributions averaged $4,571 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 9,341 comparable plans and shown alongside other educational services employers. By assets it is the 221st-largest of 1,461 plans among Colorado employers on file, and the 844th of 3,091 in educational services. In 2022, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,030,558
Participants with balances500
Active participants265
Employer contributions$1,211,220
Employee contributions$1,222,785
Employer contribution per active participant$4,571
Average account balance$112,061
Benefits paid to participants$3,250,448
Plan auditDisclaimer of opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $1.3M emplr
2022$56.0M · 500 accts · $1.2M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$36,102
Total administrative$36,102
Employer contributions to the Colorado Academy plan · 2022
Employer contribution per active participant$4,571
Median for plans this size$3,449

Colorado Academy's 2022 employer contribution ran above the $3,449 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 history2
2023Not separately reported
2022$36,102 · 0.06%
Similar plansEducational Services · Colorado
University of Denver CO$908.8M · 0.05%
Colorado College CO$381.5M · 0.08%
Regis University CO$168.7M · 0.17%
Guild Education, Inc. CO$74.4M · 0.32%
Kent Denver School CO$52.3M · 0.04%
Graland Country Day School CO$45.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840421874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.