Plan Ledger DOL Form 5500 · updated monthly

Hg Insights, Inc.401(k)

HG INSIGHTS, INC. 401(K) PLAN · SANTA BARBARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Hg Insights, Inc. reported $44,033 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $8,061 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 0.21% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (5,030th of 9,483), and 1,397th of 2,199 in information & media. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has shrunk from 176 to 118 since 2022.

Plan summary
Net assets, end of year$11,728,226
Participants with balances235
Active participants118
Employer contributions$951,195
Employee contributions$1,685,351
Employer contribution per active participant$8,061
Average account balance$49,907
Benefits paid to participants$2,702,632
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 235 accts · $951K emplr
2023$10.2M · 254 accts · $1.3M emplr
2022$6.8M · 206 accts · $930K emplr
Administrative expenses, itemized · 2024
Investment management$44,033
Total administrative$44,033
The Hg Insights, Inc. 401(k) match · 2024
Employer contribution per active participant$8,061
Median for plans this size$2,416
2024$8,061 per active participant
2023$7,892 per active participant
2022$5,286 per active participant

Hg Insights, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$44,053

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

Recordkeeper by year2
2024Human Interest
2023Human Interest

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$44,033 · 0.40%
2023$31,400 · 0.38%
2022$14,346 · 0.21%
Same employer
Similar plansInformation & Media · California
Afresh Technologies Inc CA$12.3M · 0.10%
Rigetti & Co, Inc. CA$11.9M · 0.12%
Viz.Ai, Inc. CA$11.8M
The Springhill Company, LLC CA$11.8M · 0.56%
Nozomi Networks, Inc CA$11.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272998713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.