Plan Ledger DOL Form 5500 · updated monthly

Colorado Retina Associates, PLLC401(k)

COLORADO RETINA ASSOCIATES 401(K) PLAN · LAKEWOOD, CO · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Colorado Retina Associates, PLLC reported $13,885 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,335 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 662nd-largest of 1,461 plans among Colorado employers on file, and the 4,624th of 11,911 in health care & social assistance. In 2022, the employer put in $1.69 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$14,280,151
Participants with balances143
Active participants123
Employer contributions$779,230
Employee contributions$461,142
Employer contribution per active participant$6,335
Average account balance$99,861
Benefits paid to participants$730,133
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$14.3M · 143 accts · $779K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,885
Total administrative$13,885
The Colorado Retina Associates, PLLC 401(k) match · 2022
Employer contribution per active participant$6,335
Median for plans this size$2,266

Colorado Retina Associates, PLLC's 2022 employer contribution ran above the $2,266 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 history2
2023Not separately reported
2022$13,885 · 0.09%
Similar plansHealth Care & Social Assistance · Colorado
Orthocolorado Hospital CO$16.4M · 0.56%
Christian Living Communites CO$15.3M · 0.41%
Summit Pathology CO$15.0M · 0.01%
Tru Community Care CO$13.6M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203288374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.