Plan Ledger DOL Form 5500 · updated monthly

Vista College Preparatory, Inc.401(k)

VISTA COLLEGE PREP 401(K) PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.97%

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

Vista College Preparatory, Inc. reported $5,067 in plan administrative expenses for 2022: 0.97% of average plan assets, above the peer median. Employer contributions averaged $523 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 educational services employers. By assets it is among the smaller plans on file in Arizona (1,189th of 1,285), and 3,017th of 3,091 in educational services. In 2022, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$674,395
Participants with balances80
Active participants173
Employer contributions$90,439
Employee contributions$154,197
Employer contribution per active participant$523
Average account balance$8,430
Benefits paid to participants$4,055
Plan auditUnmodified (clean) audit opinion
AuditorFESTER & CHAPMAN
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,067
Total administrative$5,067
The Vista College Preparatory, Inc. 401(k) match · 2022
Employer contribution per active participant$523
Median for plans this size$331

Vista College Preparatory, Inc.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,067 · 0.97%
Similar plansEducational Services · Arizona
Stormwind, LLC AZ$2.0M · 0.57%
Skyline Education, Inc. AZ$1.2M · 1.77%
National Laser Institute AZ$382K · 2.57%
Lift Enrichment Inc AZ$22K · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454825961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.