Plan Ledger DOL Form 5500 · updated monthly

Jawonio, Inc.403(b)

JAWONIO, INC. 403(B) THRIFT PLAN · NEW CITY, NY · plan year 2024

Reported admin expense ratio · 2024
1.11%

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

Jawonio, Inc. reported $159,098 in plan administrative expenses for 2024: 1.11% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,864 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 0.92% to 1.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (2,925th of 5,648), and the 1,275th of 3,341 in other services. In 2024, the employer put in $1.60 for every $1.00 employees contributed themselves; active participation has grown from 468 to 600 since 2022.

Plan summary
Net assets, end of year$15,368,678
Participants with balances955
Active participants600
Employer contributions$1,118,340
Employee contributions$697,837
Employer contribution per active participant$1,864
Average account balance$16,093
Benefits paid to participants$1,116,046
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 955 accts · $1.1M emplr
2023$13.2M · 744 accts
2022$11.8M · 825 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$159,098
Total administrative$159,098
Employer contributions to the Jawonio, Inc. plan · 2024
Employer contribution per active participant$1,864
Median for plans this size$2,416

Jawonio, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
BENEFIT PLANS ADMIN SERVICES, INC.$140,338
SPECTRUM PENSION AND COMPENSATION$17,991

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$159,098 · 1.11%
2023$119,020 · 0.95%
2022$121,709 · 0.92%
Same employer
Similar plansOther Services · New York
Accesscny, Inc. NY$15.8M · 0.79%
Per Scholas Inc NY$13.9M · 0.68%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 131761660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.