Plan Ledger DOL Form 5500 · updated monthly

Rollinsnelson Grp, LLC401(k)

ROLLINSNELSON GRP, LLC 401(K) PLAN · TORRANCE, CA · plan year 2020

Reported admin expense ratio · 2020
0.99%

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

Rollinsnelson Grp, LLC reported $63,062 in plan administrative expenses for 2020: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3 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 1 year on file its reported administrative ratio rose from 0.33% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,117th of 9,483), and 6,596th of 11,911 in health care & social assistance. In 2020, employees put in $306.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,669,204
Participants with balances1,312
Active participants2,380
Employer contributions$7,426
Employee contributions$2,274,934
Employer contribution per active participant$3
Average account balance$5,845
Benefits paid to participants$476,554
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2020$7.7M · 1,312 accts · $7K emplr
2019$5.0M · 1,047 accts
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$63,062
Total administrative$63,062
The Rollinsnelson Grp, LLC 401(k) match · 2020
Employer contribution per active participant$3
Median for plans this size$893

Rollinsnelson Grp, LLC's 2020 employer contribution ran below the $893 median for plans its size, in the bottom 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2020$63,062 · 0.99%
2019$16,681 · 0.33%
Similar plansHealth Care & Social Assistance · California
Center for Human Services CA$7.7M · 0.66%
Villa Esperanza Services CA$7.6M · 0.95%
Amigo Baby Inc CA$7.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471120527 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.