Plan Ledger DOL Form 5500 · updated monthly

Insignia Living of P. R., Inc.401(k)

INSIGNIA LIVING OF P. R. 1081. 01(D) PLAN · SAN JUAN, PR · plan year 2022

Reported admin expense ratio · 2022
1.55%

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

Insignia Living of P. R., Inc. reported $4,729 in plan administrative expenses for 2022: 1.55% of average plan assets, above the peer median. Employer contributions averaged $90 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in PR (313th of 323), and 11,613th of 11,911 in health care & social assistance. In 2022, employees put in $3.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$258,060
Participants with balances46
Active participants172
Employer contributions$15,467
Employee contributions$53,512
Employer contribution per active participant$90
Average account balance$5,610
Benefits paid to participants$106,330
Plan auditUnmodified (clean) audit opinion
AuditorSHARON & GONZALEZ LLC
The Insignia Living of P. R., Inc. 401(k) match · 2022
Employer contribution per active participant$90
Median for plans this size$331

Insignia Living of P. R., Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,729 · 1.55%
Similar plansHealth Care & Social Assistance · PR
Php of Alabama, Inc. TN$266K · 1.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660753708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.