Plan Ledger DOL Form 5500 · updated monthly

Ontraport, Inc.401(k)

ONTRAPORT, INC. 401(K) PLAN · SANTA BARBARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

Ontraport, Inc. reported $31,132 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,532 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 0.76% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (7,580th of 9,483), and 1,998th of 2,199 in information & media. In 2024, employees put in $5.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,572,722
Participants with balances109
Active participants75
Employer contributions$114,930
Employee contributions$650,486
Employer contribution per active participant$1,532
Average account balance$32,777
Benefits paid to participants$250,145
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.6M · 109 accts · $115K emplr
2022$1.7M · 56 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,107
Investment management$15,025
Total administrative$31,132
The Ontraport, Inc. 401(k) match · 2024
Employer contribution per active participant$1,532
Median for plans this size$1,313

Ontraport, Inc.'s 2024 employer contribution ran above the $1,313 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$16,107
MORGANSTANLEYSMITHBARNEYLLC · Investment advisory (participants)$15,025

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$31,132 · 0.99%
2022$13,225 · 0.76%
Same employer
Similar plansInformation & Media · California
Evenup Inc. CA$3.8M · 0.11%
Siban Holdings, Inc CA$3.7M · 0.45%
Indiegogo, Inc. CA$3.7M · 0.02%
Datagrail, Inc CA$3.6M · 0.13%
Aclima Inc. CA$3.2M · 0.92%
Bftv Inc. dba First Media CA$3.2M · 0.98%
Upkeep Technologies, Inc CA$3.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274412874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.