Plan Ledger DOL Form 5500 · updated monthly

Priority Private Opco LLC D/B/A Sollis Health Opco401(k)

SOLLIS HEALTH RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Priority Private Opco LLC D/B/A Sollis Health Opco reported $45,413 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $2,507 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 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,747th of 5,648), and 6,033rd of 11,911 in health care & social assistance. In 2024, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,081,616
Participants with balances206
Active participants234
Employer contributions$586,589
Employee contributions$1,617,027
Employer contribution per active participant$2,507
Average account balance$44,086
Benefits paid to participants$690,707
Plan auditUnmodified (clean) audit opinion
AuditorENNIS PELLUM ASSOCIATES CPAS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,816
Investment management$23,993
Total administrative$45,413
The Priority Private Opco LLC D/B/A Sollis Health Opco 401(k) match · 2024
Employer contribution per active participant$2,507
Median for plans this size$1,313

Priority Private Opco LLC D/B/A Sollis Health Opco's 2024 employer contribution ran above the $1,313 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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$32,597
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,816

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

Administrative cost history1
2024$45,413 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · New York
Abbott House, Inc. NY$9.2M · 0.03%
Midwest Recover-Care NY$9.1M · 0.97%
Greatcare, Inc. NY$9.0M · 0.18%
Fgs, Inc. NY$9.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821338066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.