Plan Ledger DOL Form 5500 · updated monthly

The Perfect Workout, Inc.401(k)

THE PERFECT WORKOUT 401(K) PLAN · ENCINITAS, CA · plan year 2022

Reported admin expense ratio · 2022
2.73%

The Perfect Workout, Inc. reported $17,195 in plan administrative expenses for 2022: 2.73% of average plan assets, higher than ~75% of peers. 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 retail trade employers. By assets it is among the smaller plans on file in California (9,027th of 9,483), and 5,046th of 5,215 in retail trade.

Plan summary
Net assets, end of year$607,292
Participants with balances100
Active participants110
Employer contributions—
Employee contributions$170,981
Employer contribution per active participant—
Average account balance$6,073
Benefits paid to participants$72,180
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,944
Investment management$10,932
Total administrative$17,195
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 history1
2022$17,195 · 2.73%
Similar plansRetail Trade · California
Mitsuwa Corporation CA$651K · 1.29%
Xtra Oil Company CA$611K · 0.01%
Young La CA$517K · 0.40%
Bear Flag Fish Co. CA$503K · 0.61%
Choura Events CA$368K · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203084406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.