Plan Ledger DOL Form 5500 · updated monthly

Jupiter Holdings, LLC401(k)

JUPITER HOLDINGS 401(K) PLAN · CHARLESTON, SC · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Jupiter Holdings, LLC reported $52,073 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,798 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in South Carolina (498th of 807), and 3,152nd of 5,215 in retail trade. In 2022, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,567,424
Participants with balances84
Active participants161
Employer contributions$289,445
Employee contributions$606,135
Employer contribution per active participant$1,798
Average account balance$90,088
Benefits paid to participants$1,170,198
Plan auditUnmodified (clean) audit opinion
AuditorSHEHEEN, HANCOCK & GODWIN, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$24,197
Investment management$27,876
Total administrative$52,073
The Jupiter Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$1,798
Median for plans this size$1,114

Jupiter Holdings, LLC's 2022 employer contribution ran above the $1,114 median for plans its size. 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$52,073 · 0.62%
Same employer
Similar plansRetail Trade · South Carolina
The Parrott Group, Inc. SC$8.1M · 0.72%
Fogle's, Inc. SC$7.4M · 0.96%
McE Cars, Inc. SC$6.7M · 0.07%
Palmetto Ford Inc SC$6.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571128741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.