Plan Ledger DOL Form 5500 · updated monthly

Sd Solutions LLC401(k)

SD SOLUTIONS 401(K) PLAN · LURAY, VA · plan year 2024

Reported admin expense ratio · 2024
1.51%

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

Sd Solutions LLC reported $17,259 in plan administrative expenses for 2024: 1.51% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,346 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 0.66% to 1.51%. 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 Virginia (2,120th of 2,266), and 11,041st of 11,654 in professional & technical services. In 2024, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,528,412
Participants with balances117
Active participants99
Employer contributions$331,248
Employee contributions$358,550
Employer contribution per active participant$3,346
Average account balance$13,063
Benefits paid to participants$272,172
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$1.5M · 117 accts · $331K emplr
2023$752K · 109 accts · $249K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,037
Investment management$222
Total administrative$17,259
The Sd Solutions LLC 401(k) match · 2024
Employer contribution per active participant$3,346
Median for plans this size$1,313
2024$3,346 per active participant
2023$3,559 per active participant

Sd Solutions LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$8,593
DWC-THE 401(K) EXPERTS · Recordkeeping · Loan processing$8,444

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

Recordkeeper by year2
2024DWC-THE 401(K) EXPERTS, Transamerica
2023DWC-THE 401(K) EXPERTS, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$17,259 · 1.51%
2023$4,947 · 0.66%
Similar plansProfessional & Technical Services · Virginia
Smoothstack, Inc. VA$1.7M · 0.26%
Scovis PLLC VA$1.7M · 0.40%
Mindseeker, Inc. VA$1.5M · 0.60%
Spn Solutions Inc VA$1.5M · 0.54%
Auxiliary Systems Inc VA$1.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275395662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.