Plan Ledger DOL Form 5500 · updated monthly

Consolidated Analytics, Inc.401(k)

CONSOLIDATED ANALYTICS, INC. 401(K) PLAN · SANTA ANA, CA · plan year 2023

Reported admin expense ratio · 2023
0.36%

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

Consolidated Analytics, Inc. reported $22,637 in plan administrative expenses for 2023: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,425 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 4 years on file its reported administrative ratio rose from 0.02% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,359th of 9,483), and 1,345th of 2,096 in real estate & leasing. In 2023, employees put in $4.64 for every $1.00 the employer contributed; active participation has grown from 130 to 155 since 2019.

Plan summary
Net assets, end of year$6,942,157
Participants with balances212
Active participants155
Employer contributions$220,800
Employee contributions$1,024,401
Employer contribution per active participant$1,425
Average account balance$32,746
Benefits paid to participants$1,014,877
Plan auditUnmodified (clean) audit opinion
AuditorCARON&BLETZERPLLC
Plan history5
Yearassets · accounts · employer contribution
2023$6.9M · 212 accts · $221K emplr
2022$5.6M · 234 accts · $389K emplr
2021$4.7M · 395 accts · $432K emplr
2020$2.4M · 165 accts · $281K emplr
2019$1.1M · 102 accts · $57K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,637
Total administrative$22,637
The Consolidated Analytics, Inc. 401(k) match · 2023
Employer contribution per active participant$1,425
Median for plans this size$1,308
2023$1,425 per active participant
2022$2,403 per active participant
2021$1,075 per active participant
2020$1,421 per active participant
2019$441 per active participant

Consolidated Analytics, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,637

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

Administrative cost history5
2023$22,637 · 0.36%
2022$8,201 · 0.16%
2021$725 · 0.02%
2020$3,588 · 0.20%
2019$219 · 0.02%
Same employer
Similar plansReal Estate & Leasing · California
Bright Development CA$7.2M · 0.01%
Lifetech Resources, LLC CA$7.0M · 0.18%
Barker Management, Inc. CA$6.9M · 0.65%
Pacific Storage Company CA$6.8M · 0.29%
Pacific AG Rentals, LLC CA$6.7M · 1.01%
Umro Realty Corp. CA$6.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800324447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.