Plan Ledger DOL Form 5500 · updated monthly

Colorado Springs Orthopaedic Group401(k)

COLORADO SPRINGS ORTHOPAEDIC GROUP PROFIT SHARING PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Colorado Springs Orthopaedic Group reported $10,241 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,114 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 fell from 0.05% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 414th-largest of 1,461 plans among Colorado employers on file, and the 3,074th of 11,911 in health care & social assistance. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves; active participation has grown from 224 to 249 since 2022.

Plan summary
Net assets, end of year$26,089,638
Participants with balances350
Active participants249
Employer contributions$1,273,341
Employee contributions$1,056,375
Employer contribution per active participant$5,114
Average account balance$74,542
Benefits paid to participants$373,640
Plan auditUnmodified (clean) audit opinion
AuditorBIGGSKOFFORD, PC
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 350 accts · $1.3M emplr
2023$20.8M · 336 accts · $1.2M emplr
2022$16.3M · 295 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,027
Investment management$4,214
Total administrative$10,241
The Colorado Springs Orthopaedic Group 401(k) match · 2024
Employer contribution per active participant$5,114
Median for plans this size$2,416
2024$5,114 per active participant
2023$5,068 per active participant
2022$4,978 per active participant

Colorado Springs Orthopaedic Group's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,026

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$10,241 · 0.04%
2023$9,983 · 0.05%
2022$9,005 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Allhealth Network CO$27.4M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841276956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.