Plan Ledger DOL Form 5500 · updated monthly

Xl Companies, LLC401(k)

XL COMPANIES 401(K) RETIREMENT PLAN · LAS VEGAS, NV · plan year 2022

Reported admin expense ratio · 2022
1.18%

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

Xl Companies, LLC reported $70,103 in plan administrative expenses for 2022: 1.18% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,846 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 1 year on file its reported administrative ratio rose from 0.52% to 1.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Nevada (260th of 437), and 626th of 786 in management of companies. In 2022, the employer put in $1.33 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,470,859
Participants with balances986
Active participants709
Employer contributions$1,308,549
Employee contributions$981,207
Employer contribution per active participant$1,846
Average account balance$6,563
Benefits paid to participants$1,059,165
Plan auditUnmodified (clean) audit opinion
AuditorBD & ASSOCIATES CPAS
Plan history2
Yearassets · accounts · employer contribution
2022$6.5M · 986 accts · $1.3M emplr
2021$5.4M · 764 accts · $2.0M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$70,103
Total administrative$70,103
The Xl Companies, LLC 401(k) match · 2022
Employer contribution per active participant$1,846
Median for plans this size$1,114
2022$1,846 per active participant
2021$2,027 per active participant

Xl Companies, LLC's 2022 employer contribution ran above the $1,114 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 history2
2022$70,103 · 1.18%
2021$21,969 · 0.52%
Similar plansManagement of Companies · Nevada
Questor Corp NV$23.3M · 0.21%
Snorkel International LLC MO$6.6M · 0.44%
Huntingdon Valley Bank PA$6.6M · 0.39%
Cityvet Inc. TX$6.5M · 0.78%
Vernet US Corporation IN$6.4M · 0.60%
Archwell Solutions, LLC FL$6.1M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844197562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.