Plan Ledger DOL Form 5500 · updated monthly

Coupa Software, Inc.401(k)

COUPA SOFTWARE, INC. RETIREMENT TRUST · FOSTER CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Coupa Software, Inc. reported $38,671 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,132 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 rose from 0.01% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 543rd-largest of 9,483 plans among California employers on file, and the 753rd of 11,654 in professional & technical services. In 2024, employees put in $2.96 for every $1.00 the employer contributed; active participation has shrunk from 1,850 to 1,202 since 2022.

Plan summary
Net assets, end of year$215,117,350
Participants with balances2,037
Active participants1,202
Employer contributions$7,370,220
Employee contributions$21,841,378
Employer contribution per active participant$6,132
Average account balance$105,605
Benefits paid to participants$29,521,710
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$215.1M · 2,037 accts · $7.4M emplr
2023$179.7M · 2,119 accts · $6.5M emplr
2022$134.7M · 2,337 accts · $5.3M emplr
Administrative expenses, itemized · 2024
Investment management$20,429
Total administrative$38,671
The Coupa Software, Inc. 401(k) match · 2024
Employer contribution per active participant$6,132
Median for plans this size$3,635
2024$6,132 per active participant
2023$5,175 per active participant
2022$2,843 per active participant

Coupa Software, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20243
VITA PLANNING GROUP LLC · Consulting$41,573
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$20,429
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$38,671 · 0.02%
2023$52,140 · 0.03%
2022$13,973 · 0.01%
Same employer
Similar plansProfessional & Technical Services · California
Callan LLC CA$219.5M · 0.03%
Lucid USA, Inc. CA$219.3M · 0.13%
Mozilla Corporation CA$217.2M · 0.05%
Medallia, Inc. CA$212.7M · 0.06%
Sonos, Inc. CA$207.9M · 0.11%
Kratos Integral Holdings LLC CA$194.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204429448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.