Plan Ledger DOL Form 5500 · updated monthly

Joliamm LLC401(k)

JOLIAMM LLC · INVERNESS, IL · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Joliamm LLC reported $332 in plan administrative expenses for 2022: 0.31% of average plan assets, lower than ~75% of peers. 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 other services employers. By assets it is among the smaller plans on file in Illinois (3,656th of 3,702), and 3,286th of 3,341 in other services. In 2022, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$110,121
Participants with balances26
Active participants156
Employer contributions$14,002
Employee contributions$25,987
Employer contribution per active participant$90
Average account balance$4,235
Benefits paid to participants$14,971
Plan auditUnmodified (clean) audit opinion
AuditorERIC J FERNANDEZ & CO
The Joliamm LLC 401(k) match · 2022
Employer contribution per active participant$90
Median for plans this size$331

Joliamm LLC'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$332 · 0.31%
Similar plansOther Services · Illinois
Paws Chicago IL$621K · 0.37%
Fidelity on Call, LTD. IL$538K · 0.16%
Senior Services Plus Inc. IL$446K · 0.18%
Riverside Foundation IL$150K · 4.39%
Lace Inc IL$66K · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812955676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.