Plan Ledger DOL Form 5500 · updated monthly

Marketon, Inc.401(k)

MARKETON, INC. 401(K) PLAN · EL MONTE, CA · plan year 2022

Reported admin expense ratio · 2022
0.90%

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

Marketon, Inc. reported $11,423 in plan administrative expenses for 2022: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $118 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 California (8,733rd of 9,483), and 4,925th of 5,215 in retail trade. In 2022, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,166,334
Participants with balances39
Active participants172
Employer contributions$20,287
Employee contributions$42,108
Employer contribution per active participant$118
Average account balance$29,906
Benefits paid to participants$51,913
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,423
Total administrative$11,423
The Marketon, Inc. 401(k) match · 2022
Employer contribution per active participant$118
Median for plans this size$1,114

Marketon, Inc.'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$11,423 · 0.90%
Similar plansRetail Trade · California
Sanctuary Clothing LLC CA$1.2M · 1.29%
Sonic Lighting, Inc. CA$1.2M · 0.34%
Orange Coast Infiniti CA$1.1M · 0.31%
Win Chevrolet Inc CA$1.1M · 0.01%
La Reina Markets LLC CA$1.1M · 1.83%
Farmgirl Flowers Inc. CA$1.0M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204055058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.