Plan Ledger DOL Form 5500 · updated monthly

Ken Ellegard - Peoria Inc401(k)

ARROWHEAD HONDA, INC 401K · PEORIA, AZ · plan year 2022

Reported admin expense ratio · 2022
0.28%

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

Ken Ellegard - Peoria Inc reported $17,951 in plan administrative expenses for 2022: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,341 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 retail trade employers. By assets it is among the smaller plans on file in Arizona (765th of 1,285), and 3,466th of 5,215 in retail trade. In 2022, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,118,236
Participants with balances83
Active participants101
Employer contributions$135,491
Employee contributions$352,579
Employer contribution per active participant$1,341
Average account balance$73,714
Benefits paid to participants$30,434
Plan auditUnmodified (clean) audit opinion
The Ken Ellegard - Peoria Inc 401(k) match · 2022
Employer contribution per active participant$1,341
Median for plans this size$1,114

Ken Ellegard - Peoria Inc's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,951 · 0.28%
Same employer
Similar plansRetail Trade · Arizona
Quebedeaux Pontiac Gmc AZ$6.2M · 0.28%
Shay Oil Company, Inc. AZ$5.4M · 0.04%
Butori Corp AZ$5.3M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870502729 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.