Plan Ledger DOL Form 5500 · updated monthly

Rfpio, Inc.401(k)

RFPIO, INC. - 401(K) · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Rfpio, Inc. reported $26,546 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $4,357 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 3 years on file its reported administrative ratio has held roughly steady near 0.279%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (513th of 1,021), and 7,606th of 11,654 in professional & technical services. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 166 to 212 since 2022.

Plan summary
Net assets, end of year$11,295,627
Participants with balances270
Active participants212
Employer contributions$923,606
Employee contributions$1,920,805
Employer contribution per active participant$4,357
Average account balance$41,836
Benefits paid to participants$1,378,194
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 270 accts · $924K emplr
2023$7.7M · 228 accts · $586K emplr
2022$5.0M · 205 accts · $510K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,667
Investment management$4,879
Total administrative$26,546
The Rfpio, Inc. 401(k) match · 2024
Employer contribution per active participant$4,357
Median for plans this size$1,313
2024$4,357 per active participant
2023$3,238 per active participant
2022$3,071 per active participant

Rfpio, Inc.'s 2024 employer contribution ran above the $1,313 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$21,667

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$26,546 · 0.28%
2023$17,882 · 0.28%
2022$10,112 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Oregon
Thesis, LLC OR$12.7M · 0.80%
Quatris Healthco, LLC OR$12.4M · 0.34%
Peaberry Software, Inc OR$11.7M · 0.20%
Pipeworks Inc OR$11.2M · 0.02%
Concept Systems, Inc. OR$11.0M · 0.56%
Mason, Bruce & Girard, Inc. OR$10.9M · 0.47%
Oregon Law Center OR$10.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473598633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.