What are the fees in the Independent Retirement Living 401(k) plan?

For plan year 2022, Independent Retirement Living reported $1,555 in plan administrative expenses, or 0.08% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the Independent Retirement Living 401(k) match?

In 2022, employer contributions to the Independent Retirement Living plan averaged $208 per active participant, below the $1,114 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Independent Retirement Living 401(k)?

The average participant account balance was $25,214 for plan year 2022, based on 78 accounts.

Independent Retirement Living401(k)

Name: Independent Retirement Living 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

INDEPENDENT RETIREMENT LIVING 401K PLAN · TUKWILA, WA · plan year 2022

Reported admin expense ratio · 2022

0.08%

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

Independent Retirement Living reported $1,555 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $208 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Washington (1,573rd of 1,714), and 1,860th of 2,096 in real estate & leasing. In 2022, employees put in $6.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,966,660
Participants with balances78
Active participants153
Employer contributions$31,759
Employee contributions$195,602
Employer contribution per active participant$208
Average account balance$25,214
Benefits paid to participants$68,990
Plan auditUnmodified (clean) audit opinion
AuditorCLARK NUBER PS

The Independent Retirement Living 401(k) match · 2022

Employer contribution per active participant$208

Median for plans this size$1,114

Independent Retirement Living's 2022 employer contribution ran below the $1,114 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

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$1,555 · 0.08%

Similar plansReal Estate & Leasing · Washington
West Coast Self-Storage Group, LLC WA$2.4M · 0.13%
Pacific Living Properties, Inc. WA$2.4M · 1.17%
Targa Real Estate Services, Inc. WA$2.2M · 1.64%
Axis Residential, LLC WA$2.1M · 0.24%
Tecton Corporation WA$1.7M · 0.18%
Key Property Services, Inc. WA$1.7M · 0.31%
Quantum Residential, Inc. WA$1.6M · 3.35%
The Neiders Company LLC WA$531K · 1.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912123928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.