Plan Ledger DOL Form 5500 · updated monthly

Health Advocate Solutions, Inc.401(k)

HEALTH ADVOCATE EMPLOYEE 401(K) PLAN · PLYMOUTH MEETING, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Health Advocate Solutions, Inc. reported $16,510 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $716 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 3 years on file its reported administrative ratio has held roughly steady near 0.049%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,075th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,755th of 11,654 in professional & technical services. In 2024, employees put in $3.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,296,203
Participants with balances775
Active participants1,179
Employer contributions$843,686
Employee contributions$2,837,626
Employer contribution per active participant$716
Average account balance$44,253
Benefits paid to participants$6,328,700
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.3M · 775 accts · $844K emplr
2023$33.1M · 734 accts · $870K emplr
2022$29.5M · 760 accts · $901K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,510
Total administrative$16,510
The Health Advocate Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$716
Median for plans this size$2,416
2024$716 per active participant
2023$715 per active participant
2022$823 per active participant

Health Advocate Solutions, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$16,510

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$16,510 · 0.05%
2023$22,554 · 0.07%
2022$14,877 · 0.05%
Similar plansProfessional & Technical Services · Pennsylvania
Societal Cdmo, Inc. PA$35.0M · 0.29%
Polysciences, Inc. PA$34.8M · 0.01%
Swartz Campbell LLC PA$34.8M · 0.01%
St. Onge Company PA$34.6M · 0.01%
Delve, LLC PA$34.3M
Smith Micro Software, Inc. PA$33.8M · 0.23%
Listrak Inc. PA$33.6M · 0.46%
Rqm+ PA$33.2M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233080019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.