Plan Ledger DOL Form 5500 · updated monthly

The Cogar Group, LTD.401(k)

THE COGAR GROUP LTD. RETIREMENT PLAN · FAIRFAX, VA · plan year 2022

Reported admin expense ratio · 2022
3.02%

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

The Cogar Group, LTD. reported $22,294 in plan administrative expenses for 2022: 3.02% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,791 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Virginia (2,202nd of 2,266), and 2,279th of 2,534 in administrative & support services. In 2022, the employer put in $45.61 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$690,934
Participants with balances221
Active participants147
Employer contributions$263,280
Employee contributions$5,773
Employer contribution per active participant$1,791
Average account balance$3,126
Benefits paid to participants$251,996
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $71K emplr
2022$691K · 221 accts · $263K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$21,894
Investment management$262
Total administrative$22,294
The The Cogar Group, LTD. 401(k) match · 2022
Employer contribution per active participant$1,791
Median for plans this size$331

The Cogar Group, LTD.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$22,294 · 3.02%
Same employer
Similar plansAdministrative & Support Services · Virginia
Productiv, Inc. VA$1.2M · 0.03%
Comtrix Solutions Inc VA$1.1M · 0.47%
Sjs Executives, LLC VA$1.1M · 0.35%
Liberty Source VA$686K · 0.08%
Asta Crs Inc VA$188K · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202563646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.