Plan Ledger DOL Form 5500 · updated monthly

Panorama Education, Inc.401(k)

PANORAMA EDUCATION, INC. RETIREMENT TRUST · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Panorama Education, Inc. reported $25,237 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,180 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 0.085% to 0.078%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 885th-largest of 2,726 plans among Massachusetts employers on file, and the 688th of 2,199 in information & media. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has shrunk from 481 to 293 since 2022.

Plan summary
Net assets, end of year$35,858,000
Participants with balances563
Active participants293
Employer contributions$1,810,878
Employee contributions$3,838,494
Employer contribution per active participant$6,180
Average account balance$63,691
Benefits paid to participants$4,569,492
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.9M · 563 accts · $1.8M emplr
2023$29.2M · 561 accts · $2.2M emplr
2022$21.0M · 557 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,237
Total administrative$25,237
The Panorama Education, Inc. 401(k) match · 2024
Employer contribution per active participant$6,180
Median for plans this size$2,416
2024$6,180 per active participant
2023$6,156 per active participant
2022$4,253 per active participant

Panorama Education, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history3
2024$25,237 · 0.08%
2023$11,988 · 0.05%
2022$14,933 · 0.08%
Same employer
Similar plansInformation & Media · Massachusetts
Interactions, LLC MA$37.5M · 0.15%
Salsify, Inc MA$37.5M · 0.24%
The Channel Company, LLC MA$36.5M · 0.02%
N-Able Technologies, Inc. MA$35.2M · 0.18%
Risi, Inc. MA$34.0M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900995958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.