Plan Ledger DOL Form 5500 · updated monthly

Volusion, LLC401(k)

VOLUSION, LLC RETIREMENT TRUST · AUSTIN, TX · plan year 2025

Reported admin expense ratio · 2025
0.55%

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

Volusion, LLC reported $55,064 in plan administrative expenses for 2025: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,442 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 fell from 0.64% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,036th of 5,688), and 7,940th of 11,654 in professional & technical services. In 2025, employees put in $5.10 for every $1.00 the employer contributed; active participation has shrunk from 101 to 47 since 2022.

Plan summary
Net assets, end of year$10,193,845
Participants with balances116
Active participants47
Employer contributions$67,792
Employee contributions$345,681
Employer contribution per active participant$1,442
Average account balance$87,878
Benefits paid to participants$1,571,449
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.2M · 116 accts · $68K emplr
2024$9.8M · 146 accts · $75K emplr
2023$8.7M · 150 accts · $101K emplr
2022$8.6M · 175 accts · $110K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$24,739
Investment management$30,325
Total administrative$55,064
The Volusion, LLC 401(k) match · 2025
Employer contribution per active participant$1,442
Median for plans this size$2,666
2025$1,442 per active participant
2024$1,356 per active participant
2023$1,828 per active participant
2022$1,092 per active participant

Volusion, LLC's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,739
ALLIANT RETIREMENT SERVICES · Investment advisory (plan)$24,344
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,981

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

Administrative cost history4
2025$55,064 · 0.55%
2024$54,241 · 0.59%
2023$57,187 · 0.66%
2022$62,192 · 0.64%
Similar plansProfessional & Technical Services · Texas
Ne Construction LLP TX$10.2M · 0.19%
Zenbusiness Inc TX$10.0M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820570100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.