Plan Ledger DOL Form 5500 · updated monthly

Andreu, Palma, Lavin & Solis, PLLC401(k)

APLS 401(K) PLAN · MIAMI, FL · plan year 2022

Reported admin expense ratio · 2022
1.13%

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

Andreu, Palma, Lavin & Solis, PLLC reported $2,410 in plan administrative expenses for 2022: 1.13% of average plan assets, above the peer median. Employer contributions averaged $999 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 professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,534th of 3,644), and 11,484th of 11,654 in professional & technical services. In 2022, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$348,246
Participants with balances36
Active participants147
Employer contributions$146,865
Employee contributions$134,737
Employer contribution per active participant$999
Average account balance$9,674
Plan auditUnmodified (clean) audit opinion
AuditorDAVIDSON, DOYLE & HILTON, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,410
Total administrative$2,410
The Andreu, Palma, Lavin & Solis, PLLC 401(k) match · 2022
Employer contribution per active participant$999
Median for plans this size$331

Andreu, Palma, Lavin & Solis, PLLC's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,410 · 1.13%
Similar plansProfessional & Technical Services · Florida
Shiftpixy, Inc. FL$497K · 2.17%
Ndl LLC FL$475K · 0.29%
Inspiria, LLC FL$258K · 0.99%
Manmar Entertainment LLC FL$93K · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510463527 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.