Plan Ledger DOL Form 5500 · updated monthly

Compass Strategy Solutions, LLC401(k)

COMPASS STRATEGY SOLUTIONS 401(K) PLAN · CHANTILLY, VA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Compass Strategy Solutions, LLC reported $2,690 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,097 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 0.19% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,998th of 2,266), and 10,532nd of 11,654 in professional & technical services. In 2024, employees put in $3.68 for every $1.00 the employer contributed; active participation has shrunk from 146 to 125 since 2022.

Plan summary
Net assets, end of year$3,007,926
Participants with balances119
Active participants125
Employer contributions$137,106
Employee contributions$504,335
Employer contribution per active participant$1,097
Average account balance$25,277
Benefits paid to participants$209,570
Plan auditUnmodified (clean) audit opinion
AuditorGROW RASMUSSEN
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 119 accts · $137K emplr
2023$2.1M · 115 accts · $133K emplr
2022$1.5M · 117 accts · $134K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,690
Total administrative$2,690
The Compass Strategy Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$1,097
Median for plans this size$1,313
2024$1,097 per active participant
2023$1,032 per active participant
2022$918 per active participant

Compass Strategy Solutions, LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$2,690

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,690 · 0.11%
2023$3,173 · 0.18%
2022$2,800 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Virginia
Wall & Associates, Inc. VA$3.2M · 0.70%
Rividium VA$3.2M · 0.07%
Tuba Group, Inc VA$3.1M · 0.44%
Infomatics Corp. VA$3.0M · 0.62%
Block.One, LLC VA$3.0M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812279658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.