Plan Ledger DOL Form 5500 · updated monthly

Mark Miller Subaru, Inc.401(k)

MARK MILLER SUBARU, INC. 401(K) PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Mark Miller Subaru, Inc. reported $109,723 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,778 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 3 years on file its reported administrative ratio has held roughly steady near 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 325th-largest of 848 plans among Utah employers on file, and the 1,621st of 5,215 in retail trade. In 2024, employees put in $3.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,006,732
Participants with balances269
Active participants215
Employer contributions$382,256
Employee contributions$1,352,375
Employer contribution per active participant$1,778
Average account balance$66,940
Benefits paid to participants$2,082,900
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 269 accts · $382K emplr
2023$16.3M · 337 accts · $422K emplr
2022$15.0M · 269 accts · $379K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,451
Investment management$6,364
Total administrative$109,723
The Mark Miller Subaru, Inc. 401(k) match · 2024
Employer contribution per active participant$1,778
Median for plans this size$2,416
2024$1,778 per active participant
2023$1,852 per active participant
2022$1,866 per active participant

Mark Miller Subaru, 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 · 20244
MARK MILLER SUBARU$15,908
EMPOWER ADVISORY GROUP, LLC · Investment management$6,364
KESTRA INVESTMENT SERVICES LLCindirect comp

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$109,723 · 0.64%
2023$97,463 · 0.62%
2022$102,219 · 0.63%
Same employer
Similar plansRetail Trade · Utah
Truhearing, Inc. UT$19.0M · 0.61%
You Need a Budget LLC UT$18.6M · 0.03%
Doug Smith Autoplex, Inc. UT$18.5M · 0.43%
Peak Industrial Inc. UT$17.3M · 0.54%
John H. Firmage, Inc. UT$15.3M · 0.01%
Younique, LLC UT$15.3M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870422978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.