Plan Ledger DOL Form 5500 · updated monthly

Peer Street, Inc.401(k)

PEER STREET 401(K) PLAN · EL SEGUNDO, CA · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Peer Street, Inc. reported $8,293 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.19% to 0.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (7,277th of 9,483), and 4,497th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$4,292,420
Participants with balances363
Active participants102
Employer contributions$0
Employee contributions$1,309,248
Employer contribution per active participant$0
Average account balance$11,825
Benefits paid to participants$1,222,380
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.6M · 78 accts
2022$4.3M · 363 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$49
Investment management$8,144
Total administrative$8,293
The Peer Street, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Peer Street, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$10,740 · 0.31%
2022$8,293 · 0.19%
Same employer
Similar plansFinance & Insurance · California
Dma Claims, Inc. CA$4.9M · 0.53%
Vinci Brands LLC CA$4.4M · 0.08%
Data Mortage, Inc CA$4.3M · 0.54%
Ladera Lending, Inc. CA$3.7M · 1.20%
Mission Loans, LLC CA$3.7M · 0.17%
Ony Glo Inc. CA$3.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464348584 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.