Plan Ledger DOL Form 5500 · updated monthly

Jumpstart LLC401(k)

JUMPSTART LLC 401(K) PROFIT SHARING PLAN & TRUST · ALBUQUERQUE, NM · plan year 2022

Reported admin expense ratio · 2022
1.15%

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

Jumpstart LLC reported $13,992 in plan administrative expenses for 2022: 1.15% of average plan assets, higher than ~90% of peers. Employer contributions averaged $506 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 educational services employers. By assets it is among the smaller plans on file in New Mexico (264th of 290), and 2,961st of 3,091 in educational services. In 2022, employees put in $5.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,150,456
Participants with balances78
Active participants72
Employer contributions$36,441
Employee contributions$200,225
Employer contribution per active participant$506
Average account balance$14,749
Benefits paid to participants$101,479
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,367
Investment management$5,625
Total administrative$13,992
The Jumpstart LLC 401(k) match · 2022
Employer contribution per active participant$506
Median for plans this size$1,114

Jumpstart LLC'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

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$13,992 · 1.15%
Same employer
Similar plansEducational Services · New Mexico
Kolbe Academy Inc CA$1.2M · 0.91%
Skyline Education, Inc. AZ$1.2M · 1.77%
Akiba Yavneh Academy TX$1.2M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261743337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.