Plan Ledger DOL Form 5500 · updated monthly

Sawdey Solution Services, Inc.401(k)

SAWDEY SOLUTION SERVICES, INC. 401(K) RETIREMENT PLAN · BEAVERCREEK, OH · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Sawdey Solution Services, Inc. reported $15,985 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,481 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 0.09% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,064th-largest of 3,295 plans among Ohio employers on file, and the 4,537th of 11,654 in professional & technical services. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,664,072
Participants with balances461
Active participants268
Employer contributions$932,977
Employee contributions$2,192,689
Employer contribution per active participant$3,481
Average account balance$57,840
Benefits paid to participants$4,621,816
Plan auditUnmodified (clean) audit opinion
AuditorHAMMERMAN, GRAF, HUGHES & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 461 accts · $933K emplr
2023$23.5M · 473 accts · $932K emplr
2022$21.2M · 486 accts · $1.1M emplr
The Sawdey Solution Services, Inc. 401(k) match · 2024
Employer contribution per active participant$3,481
Median for plans this size$2,416
2024$3,481 per active participant
2023$3,428 per active participant
2022$3,754 per active participant

Sawdey Solution Services, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
EVERHART FINANCIAL GROUP INCindirect comp
CREATIVE RETIREMENT SYSTEMS, INC. · Other servicesindirect comp

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$15,985 · 0.06%
2023$16,475 · 0.07%
2022$20,300 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Ohio
The Sheakley Group, Inc. OH$29.1M · 0.10%
Archem America, Inc. OH$26.1M · 0.62%
Infoverity Holding Co. OH$26.1M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311765436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.