Plan Ledger DOL Form 5500 · updated monthly

Claims Services Group, LLC401(k)

SOLERA HOLDINGS, INC RETIREMENT SAVINGS PLAN · WESTLAKE, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Claims Services Group, LLC reported $351,516 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. Employer contributions averaged $2,294 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 2 years on file its reported administrative ratio rose from 0.09% to 0.12%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 286th-largest of 5,688 plans among Texas employers on file, and the 539th of 11,654 in professional & technical services. In 2024, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$314,875,166
Participants with balances5,071
Active participants2,881
Employer contributions$6,610,370
Employee contributions$17,897,815
Employer contribution per active participant$2,294
Average account balance$62,093
Benefits paid to participants$37,600,127
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$314.9M · 5,071 accts · $6.6M emplr
2023$287.7M · 5,224 accts · $5.5M emplr
2022$233.0M · 5,287 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$281,176
Audit (IQPA)$70,340
Total administrative$351,516
The Claims Services Group, LLC 401(k) match · 2024
Employer contribution per active participant$2,294
Median for plans this size$4,294
2024$2,294 per active participant
2023$1,870 per active participant
2022$764 per active participant

Claims Services Group, LLC's 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
BAKER TILLY US, LLP · Accounting / audit$52,540
MOSS ADAMS LLP · Accounting / audit$17,800

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

Administrative cost history3
2024$351,516 · 0.12%
2023$345,079 · 0.13%
2022$247,336 · 0.09%
Similar plansProfessional & Technical Services · Texas
Technip Energies USA, Inc. TX$346.4M · 0.07%
American Bureau of Shipping TX$344.9M · 0.05%
Sourcehov, LLC TX$338.9M · 0.19%
Jackson Walker LLP TX$309.0M · 0.04%
Fugro (USA) Holdings Inc TX$306.6M · 0.28%
Hks, Inc. TX$290.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942617005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.