Plan Ledger DOL Form 5500 · updated monthly

Ei US LLC dba Learn Well401(k)

EI US LLC 401(K) PLAN · PLYMOUTH, MA · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Ei US LLC dba Learn Well reported $9,094 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $460 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 0.52% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,620th of 2,726), and 10,541st of 11,911 in health care & social assistance. In 2024, employees put in $3.44 for every $1.00 the employer contributed; active participation has grown from 145 to 275 since 2022.

Plan summary
Net assets, end of year$1,409,551
Participants with balances353
Active participants275
Employer contributions$126,611
Employee contributions$436,121
Employer contribution per active participant$460
Average account balance$3,993
Benefits paid to participants$146,245
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 353 accts · $127K emplr
2023$819K · 169 accts
2022$494K · 100 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,094
Total administrative$9,094
The Ei US LLC dba Learn Well 401(k) match · 2024
Employer contribution per active participant$460
Median for plans this size$1,313

Ei US LLC dba Learn Well'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.

Administrative cost history3
2024$9,094 · 0.82%
2023$3,575 · 0.54%
2022$2,556 · 0.52%
Similar plansHealth Care & Social Assistance · Massachusetts
Oxford Street Education MA$1.5M · 0.25%
Best of Care, Inc. MA$1.5M · 0.01%
Privatus Care Solutions MA$1.4M · 0.15%
Metro Health Foundation MA$1.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823897672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.