Plan Ledger DOL Form 5500 · updated monthly

Econometrica, Inc.401(k)

ECONOMETRICA, INC. 401K PROFIT SHARING PLAN AND TRUST · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Econometrica, Inc. reported $7,200 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged -$409 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 1 year on file its reported administrative ratio fell from 0.24% to 0.09%. 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 Maryland (1,088th of 1,671), and 8,697th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$7,977,067
Participants with balances98
Active participants90
Employer contributions-$36,840
Employee contributions$773,861
Employer contribution per active participant-$409
Average account balance$81,399
Benefits paid to participants$1,006,080
Plan auditUnmodified (clean) audit opinion
AuditorMCKONLY & ASBURY CERTIFIED PUBLIC
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 98 accts
2023$7.2M · 113 accts · $168K emplr
2022$6.6M · 106 accts · $112K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,200
Total administrative$7,200
The Econometrica, Inc. 401(k) match · 2024
Employer contribution per active participant-$409
Median for plans this size$1,313
2023$1,861 per active participant
2022$1,186 per active participant

Econometrica, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
NATIONWIDE · Contract administrator · Trustee$10,040
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,197
CITIGROUP GLOBAL MARKETS INCindirect 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$7,200 · 0.09%
2023$16,259 · 0.24%
2022Not separately reported
Similar plansProfessional & Technical Services · Maryland
Gcc Technologies, LLC MD$8.3M · 0.28%
Versatech, Inc. MD$8.0M · 0.34%
Bellese Technologies, LLC MD$7.7M · 0.08%
Diamond Group LLC MD$7.7M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522108043 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.