Plan Ledger DOL Form 5500 · updated monthly

Savio HouseProfit-sharing plan

SAVIO HOUSE RETIREMENT PLAN · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Savio House reported $9,008 in plan administrative expenses for 2023: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,369 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 0.20% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (930th of 1,461), and 6,853rd of 11,911 in health care & social assistance. active participation has grown from 72 to 84 since 2022.

Plan summary
Net assets, end of year$7,035,589
Participants with balances105
Active participants84
Employer contributions$367,018
Employee contributions—
Employer contribution per active participant$4,369
Average account balance$67,006
Benefits paid to participants$384,261
Plan auditUnmodified (clean) audit opinion
AuditorWATSON COON RYAN, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 101 accts · $352K emplr
2023$7.0M · 105 accts · $367K emplr
2022$5.9M · 104 accts · $229K emplr
Administrative expenses, itemized · 2023
Investment management$56
Total administrative$9,008
Employer contributions to the Savio House plan · 2023
Employer contribution per active participant$4,369
Median for plans this size$1,308
2024$4,143 per active participant
2023$4,369 per active participant
2022$3,174 per active participant

Savio House's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
SAVIO HOUSE$8,952

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

Administrative cost history3
2024$12,265 · 0.18%
2023$9,008 · 0.14%
2022$12,895 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Inreach Healthcare, LLC CO$7.7M · 1.30%
Food Bank of the Rockies CO$7.5M · 0.39%
Third Way Center, Inc. CO$6.8M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840570279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.