Plan Ledger DOL Form 5500 · updated monthly

Rho, Inc.401(k)

RHO, INC. EMPLOYEES SAVINGS TRUST · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Rho, Inc. reported $142,505 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $3,749 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 0.22% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 270th-largest of 2,005 plans among North Carolina employers on file, and the 1,931st of 11,654 in professional & technical services. In 2024, employees put in $2.89 for every $1.00 the employer contributed; active participation has grown from 422 to 506 since 2022.

Plan summary
Net assets, end of year$75,348,059
Participants with balances668
Active participants506
Employer contributions$1,896,953
Employee contributions$5,476,911
Employer contribution per active participant$3,749
Average account balance$112,796
Benefits paid to participants$8,503,037
Plan auditUnmodified (clean) audit opinion
AuditorBALANCE & STRATEGY ADVISORS, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$75.3M · 668 accts · $1.9M emplr
2023$65.4M · 589 accts · $2.0M emplr
2022$55.0M · 578 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,727
Investment management$71,778
Total administrative$142,505
The Rho, Inc. 401(k) match · 2024
Employer contribution per active participant$3,749
Median for plans this size$3,635
2024$3,749 per active participant
2023$5,052 per active participant
2022$3,691 per active participant

Rho, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ADP, INC. · Loan processing · Recordkeeping$74,555
BENEFIT FIDUCIARY GROUP LLC · Recordkeeping · Trustee$62,359
CREATIVE PLANNING HOLDCO, LLC · Recordkeeping · Trustee$5,589
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, BENEFIT FIDUCIARY GROUP LLC, CREATIVE PLANNING HOLDCO, LLC
2023ADP, BENEFIT FIDUCIARY GROUP LLC

This plan has changed recordkeepers within these filings. If you left Rho, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$142,505 · 0.20%
2023$141,583 · 0.24%
2022$133,741 · 0.22%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Scottmadden, Inc. NC$80.1M · 0.08%
Transportation Insight, LLC NC$76.8M · 0.10%
Poyner Spruill LLP NC$71.8M · 0.17%
Fmi Corporation NC$67.1M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561442655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.