Plan Ledger DOL Form 5500 · updated monthly

Strategic Analysis, Inc.401(k)

STRATEGIC ANALYSIS, INC. PROFIT SHARING AND 401(K) PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Strategic Analysis, Inc. reported $62,456 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $7,518 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 0.12% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 400th-largest of 2,266 plans among Virginia employers on file, and the 2,215th of 11,654 in professional & technical services. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 181 to 247 since 2022.

Plan summary
Net assets, end of year$64,694,119
Participants with balances407
Active participants247
Employer contributions$1,856,824
Employee contributions$3,037,052
Employer contribution per active participant$7,518
Average account balance$158,954
Benefits paid to participants$1,298,185
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.7M · 407 accts · $1.9M emplr
2023$52.4M · 364 accts · $1.2M emplr
2022$41.4M · 323 accts · $920K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,995
Investment management$31,461
Total administrative$62,456
The Strategic Analysis, Inc. 401(k) match · 2024
Employer contribution per active participant$7,518
Median for plans this size$3,635
2024$7,518 per active participant
2023$5,290 per active participant
2022$5,082 per active participant

Strategic Analysis, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$30,995
BOOSTER LLC · Investment advisory (plan)$31,461

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$62,456 · 0.11%
2023$59,296 · 0.13%
2022$56,239 · 0.12%
Same employer
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W R Systems, LTD. VA$64.0M · 0.03%
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Source: U.S. Department of Labor, Form 5500 series, EIN 541367100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.