Plan Ledger DOL Form 5500 · updated monthly

Predictive Index, LLC401(k)

PREDICTIVE INDEX RETIREMENT TRUST PLAN · WESTWOOD, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Predictive Index, LLC reported $1,392 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,166 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 0.008% to 0.005%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 985th-largest of 2,726 plans among Massachusetts employers on file, and the 4,071st of 11,654 in professional & technical services. In 2024, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,893,616
Participants with balances302
Active participants219
Employer contributions$2,445,294
Employee contributions$2,468,150
Employer contribution per active participant$11,166
Average account balance$102,297
Benefits paid to participants$2,951,455
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.9M · 302 accts · $2.4M emplr
2023$24.2M · 297 accts · $2.4M emplr
2022$16.7M · 288 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$950
Investment management$442
Total administrative$1,392
The Predictive Index, LLC 401(k) match · 2024
Employer contribution per active participant$11,166
Median for plans this size$2,416
2024$11,166 per active participant
2023$11,603 per active participant
2022$8,930 per active participant

Predictive Index, LLC'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.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$950

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$1,392 · 0.01%
2023$425 · 0.00%
2022$1,325 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Transmedics, Inc. MA$31.9M · 0.32%
Aware, Inc. MA$31.8M · 0.03%
McNamara/Salvia, Inc. MA$31.6M · 0.19%
Reify Health, Inc. MA$30.9M · 0.74%
Applause App Quality, Inc. MA$30.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611748187 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.