Retirement plan

PLANETSCALE 401(K) PLAN

Name: PLANETSCALE, INC. - PLANETSCALE 401(K) PLAN (2025) Form 5500
Creator: PLANETSCALE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLANETSCALE 401(K) PLAN, PLANETSCALE, INC.

PLANETSCALE, INC.EIN 82-4399328Plan #001PY 2025

535 MISSION STREET, 14TH FLOOR - SAN FRANCISCO, CA 94105415-226-6736planetscale.comLinkedIn51-200 employeescomputer software

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

+19.7% from 2024

Total participants

+4.4% from 2024

Average account balance

$57,019

+25.6% from 2024

Annual return

19.62%

+3.86 pp from 2024

Benchmarks

See 2,365 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,365 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.62M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$57K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

168.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$516K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6350

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$514K

$10715 / participant

Other / not subdivided$514K100.0%

% of EOY assets

11.136%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,019

$78,520-27.4%

$96,576-41.0%

$82,448-30.8%

Participation rate

70.8%

77.7%-6.9pp

81.4%-10.6pp

68.1%+2.8pp

Annual return

19.62%

41.30%-21.7pp

38.47%-18.9pp

41.64%-22.0pp

Employer contribution / active EE

$2,630-100.0%

$3,553-100.0%

$2,551-100.0%

Participant deferral / active EE

$10,745

$6,754+59.1%

$7,956+35.1%

$4,139+159.6%

Admin fee / account holder

$6,350

$13,455-52.8%

$11,381-44.2%

$7,234-12.2%

PLANETSCALE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLANETSCALE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion