Plan Ledger DOL Form 5500 · updated monthly

Revenue Solutions, Inc.401(k)

RSI 401(K) RETIREMENT SAVINGS PLAN · PEMBROKE, MA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Revenue Solutions, Inc. reported $123,311 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,333 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 0.10% to 0.25%. 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 673rd-largest of 2,726 plans among Massachusetts employers on file, and the 2,617th of 11,654 in professional & technical services. In 2024, employees put in $2.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,629,751
Participants with balances663
Active participants494
Employer contributions$1,646,729
Employee contributions$4,903,564
Employer contribution per active participant$3,333
Average account balance$80,890
Benefits paid to participants$5,907,475
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.6M · 663 accts · $1.6M emplr
2023$45.4M · 690 accts · $1.6M emplr
2022$35.0M · 643 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,367
Investment management$71,944
Total administrative$123,311
The Revenue Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$3,333
Median for plans this size$2,416
2024$3,333 per active participant
2023$2,968 per active participant
2022$2,804 per active participant

Revenue Solutions, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$65,874
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$51,367
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,070

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$123,311 · 0.25%
2023$100,301 · 0.25%
2022$39,228 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Globoforce, Inc. MA$55.8M · 0.06%
Thrive Operations, LLC MA$55.0M · 0.45%
Stoneturn Group, LLP MA$53.8M · 0.09%
Weston & Sampson, Inc. MA$52.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043312927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.