Plan Ledger DOL Form 5500 · updated monthly

Medrio401(k)

MEDRIO 401(K) PROFIT SHARING PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Medrio reported $8,370 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,722 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 0.05% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,203rd of 9,483), and 7,696th of 11,654 in professional & technical services. In 2024, employees put in $4.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,978,354
Participants with balances142
Active participants112
Employer contributions$304,870
Employee contributions$1,304,074
Employer contribution per active participant$2,722
Average account balance$77,312
Benefits paid to participants$1,557,154
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 142 accts · $305K emplr
2023$9.3M · 150 accts · $326K emplr
2022$7.1M · 156 accts · $305K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,370
Total administrative$8,370
The Medrio 401(k) match · 2024
Employer contribution per active participant$2,722
Median for plans this size$2,416
2024$2,722 per active participant
2023$2,740 per active participant
2022$2,521 per active participant

Medrio's 2024 employer contribution ran above 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,118

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$8,370 · 0.08%
2023$8,415 · 0.10%
2022$3,325 · 0.05%
Same employer
Similar plansProfessional & Technical Services · California
Rocket Lawyer Incorporated CA$11.0M · 0.61%
Public Counsel CA$11.0M · 0.23%
D2IQ, Inc. CA$11.0M · 0.17%
Holmes US, a Partnership CA$11.0M · 0.00%
Quanta Computer USA, Inc. CA$10.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743175783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.