Plan Ledger DOL Form 5500 · updated monthly

Metricstream Inc.401(k)

METRICSTREAM 401K PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Metricstream Inc. reported $26,864 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,492 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 0.18%. 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 the 4,237th-largest of 9,483 plans among California employers on file, and 6,353rd of 11,654 in professional & technical services. In 2024, employees put in $6.40 for every $1.00 the employer contributed; active participation has shrunk from 105 to 77 since 2022.

Plan summary
Net assets, end of year$15,951,240
Participants with balances135
Active participants77
Employer contributions$191,853
Employee contributions$1,227,128
Employer contribution per active participant$2,492
Average account balance$118,157
Benefits paid to participants$2,617,016
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 135 accts · $192K emplr
2023$14.5M · 142 accts · $58K emplr
2022$12.4M · 166 accts · $349K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,864
Total administrative$26,864
The Metricstream Inc. 401(k) match · 2024
Employer contribution per active participant$2,492
Median for plans this size$2,416
2024$2,492 per active participant
2023$647 per active participant
2022$3,327 per active participant

Metricstream Inc.'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$26,864

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$26,864 · 0.18%
2023$13,456 · 0.10%
2022$100 · 0.00%
Same employer
Similar plansProfessional & Technical Services · California
Code for America Labs, Inc. CA$16.0M · 0.58%
Conversica, Inc. CA$16.0M · 0.60%
Planful, Inc. CA$15.9M · 0.21%
Solugenix Corporation CA$15.8M · 0.55%
H Code Media, Inc. CA$15.8M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943336265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.