Plan Ledger DOL Form 5500 · updated monthly

On Track, Inc403(b)

ON TRACK, INC 403(B) PLAN · MEDFORD, OR · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

On Track, Inc reported $1,660 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $686 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 other services employers. By assets it is among the smaller plans on file in Oregon (924th of 1,021), and 2,950th of 3,341 in other services. In 2022, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,573,100
Participants with balances72
Active participants117
Employer contributions$80,281
Employee contributions$158,395
Employer contribution per active participant$686
Average account balance$21,849
Benefits paid to participants$255,636
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$535
Professional / advisory$1,125
Total administrative$1,660
The On Track, Inc 401(k) match · 2022
Employer contribution per active participant$686
Median for plans this size$1,114

On Track, Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,660 · 0.11%
Same employer
Similar plansOther Services · Oregon
The High Desert Museum OR$2.1M · 0.03%
L&F Enterprises OR$1.9M · 0.06%
Washman LLC OR$1.7M · 1.00%
First Response, Inc. OR$700K · 0.02%
Dabella Exteriors LLC OR$534K · 3.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237088811 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.