Plan Ledger DOL Form 5500 · updated monthly

Surveymonkey Inc.401(k)

SURVEYMONKEY 401(K) PLAN · SAN MATEO, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Surveymonkey Inc. reported $32,115 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,323 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 fell from 0.05% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 829th-largest of 9,483 plans among California employers on file, and the 265th of 2,199 in information & media. In 2024, employees put in $3.98 for every $1.00 the employer contributed; active participation has shrunk from 835 to 524 since 2022.

Plan summary
Net assets, end of year$126,332,791
Participants with balances1,150
Active participants524
Employer contributions$2,265,244
Employee contributions$9,018,211
Employer contribution per active participant$4,323
Average account balance$109,855
Benefits paid to participants$15,747,063
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$126.3M · 1,150 accts · $2.3M emplr
2023$112.4M · 579 accts · $2.7M emplr
2022$92.8M · 794 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,669
Investment management$8,446
Total administrative$32,115
The Surveymonkey Inc. 401(k) match · 2024
Employer contribution per active participant$4,323
Median for plans this size$3,635
2024$4,323 per active participant
2023$4,620 per active participant
2022$3,524 per active participant

Surveymonkey Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,669
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,446

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$32,115 · 0.03%
2023$28,929 · 0.03%
2022$46,063 · 0.05%
Same employer
Similar plansInformation & Media · California
Deluxe Media Inc. CA$134.5M · 0.12%
Model N, Inc CA$128.3M · 0.06%
Salem Media Group, Inc. CA$127.9M · 0.16%
Green Hills Software LLC CA$125.0M · 0.02%
Business Wire, Inc. CA$124.9M · 0.08%
23ANDME, Inc. CA$124.2M · 0.03%
Hashicorp Inc. CA$120.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371581003 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.