Plan Ledger DOL Form 5500 · updated monthly

Roi Healthcare Solutions401(k)

ROIHS 401(K) PROFIT SHARING PLAN AND TRUST · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Roi Healthcare Solutions reported $15,766 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $2,219 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 rose from 0.26% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,625th of 2,160), and 9,831st of 11,654 in professional & technical services. In 2024, employees put in $3.68 for every $1.00 the employer contributed; active participation has shrunk from 155 to 95 since 2022.

Plan summary
Net assets, end of year$4,950,666
Participants with balances126
Active participants95
Employer contributions$210,837
Employee contributions$774,878
Employer contribution per active participant$2,219
Average account balance$39,291
Benefits paid to participants$669,514
Plan auditUnmodified (clean) audit opinion
AuditorGOFF BACKA ALFERA & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 126 accts · $211K emplr
2023$4.1M · 153 accts · $130K emplr
2022$3.0M · 181 accts · $175K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,293
Investment management$6,473
Total administrative$15,766
The Roi Healthcare Solutions 401(k) match · 2024
Employer contribution per active participant$2,219
Median for plans this size$1,313
2024$2,219 per active participant
2023$1,056 per active participant
2022$1,128 per active participant

Roi Healthcare Solutions's 2024 employer contribution ran above the $1,313 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
UNITED OF OMAHA · Recordkeeping$6,469
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$6,472
ADVISED ASSETS GROUP, LLC · Investment management$1

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

Recordkeeper by year2
2024Mutual of Omaha
2023Mutual of Omaha

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Administrative cost history3
2024$15,766 · 0.35%
2023$12,433 · 0.35%
2022$7,920 · 0.26%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 582519597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.