Plan Ledger DOL Form 5500 · updated monthly

Roaring Fork Club, LLC401(k)

ROARING FORK CLUB 401(K) PLAN · BASALT, CO · plan year 2022

Reported admin expense ratio · 2022
0.91%

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

Roaring Fork Club, LLC reported $36,588 in plan administrative expenses for 2022: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,048 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 arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Colorado (1,157th of 1,461), and 1,032nd of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,536,820
Participants with balances61
Active participants84
Employer contributions$171,992
Employee contributions$401,541
Employer contribution per active participant$2,048
Average account balance$57,981
Benefits paid to participants$696,841
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$27,799
Investment management$8,789
Total administrative$36,588
The Roaring Fork Club, LLC 401(k) match · 2022
Employer contribution per active participant$2,048
Median for plans this size$1,114

Roaring Fork Club, LLC's 2022 employer contribution ran above the $1,114 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 history1
2022$36,588 · 0.91%
Similar plansArts, Entertainment & Recreation · Colorado
Ski & Snowboard Club Vail CO$4.3M · 0.73%
The Club at Rolling Hills CO$3.6M · 0.37%
Team Summit Colorado CO$476K · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841460697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.