Plan Ledger DOL Form 5500 · updated monthly

Jupiterone, Inc.401(k)

JUPITERONE RETIREMENT PLAN · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Jupiterone, Inc. reported $28,985 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $5,763 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 0.00% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in North Carolina (1,443rd of 2,005), and 1,867th of 2,199 in information & media. In 2024, employees put in $3.44 for every $1.00 the employer contributed; active participation has shrunk from 161 to 46 since 2022.

Plan summary
Net assets, end of year$5,255,898
Participants with balances104
Active participants46
Employer contributions$265,083
Employee contributions$911,129
Employer contribution per active participant$5,763
Average account balance$50,537
Benefits paid to participants$1,645,290
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 104 accts · $265K emplr
2023$4.7M · 124 accts · $502K emplr
2022$1.7M · 135 accts · $67K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,182
Investment management$803
Total administrative$28,985
The Jupiterone, Inc. 401(k) match · 2024
Employer contribution per active participant$5,763
Median for plans this size$1,313
2024$5,763 per active participant
2023$5,843 per active participant
2022$417 per active participant

Jupiterone, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,182

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$28,985 · 0.58%
2023$17,330 · 0.54%
2022$50 · 0.00%
Same employer
Similar plansInformation & Media · North Carolina
Fm Systems Group, LLC NC$9.0M · 0.06%
Gdc America, Inc. NC$8.8M · 0.11%
Terra Dotta, LLC NC$5.6M · 0.08%
Real Magic, Inc. NC$5.1M · 0.09%
Data Tech Systems, LLC NC$4.8M · 0.85%
Carnow NC$4.3M · 0.30%
Curtis Media Group, Inc. NC$4.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851643254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.