Plan Ledger DOL Form 5500 · updated monthly

Self-Help Services Corporation401(k)

403B PLAN FOR SELF-HELP SERVICES CORPORATION · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Self-Help Services Corporation reported $31,971 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,704 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 0.01% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 237th-largest of 2,005 plans among North Carolina employers on file, and the 1,139th of 4,798 in finance & insurance. In 2024, employees put in $1.12 for every $1.00 the employer contributed; active participation has shrunk from 298 to 264 since 2022.

Plan summary
Net assets, end of year$83,991,395
Participants with balances412
Active participants264
Employer contributions$1,769,935
Employee contributions$1,973,560
Employer contribution per active participant$6,704
Average account balance$203,863
Benefits paid to participants$5,650,962
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$84.0M · 412 accts · $1.8M emplr
2023$75.5M · 455 accts · $1.8M emplr
2022$65.4M · 470 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,971
Total administrative$31,971
The Self-Help Services Corporation 401(k) match · 2024
Employer contribution per active participant$6,704
Median for plans this size$3,635
2024$6,704 per active participant
2023$7,236 per active participant
2022$6,156 per active participant

Self-Help Services Corporation's 2024 employer contribution ran above the $3,635 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 · 20241

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$31,971 · 0.04%
2023$2,637 · 0.00%
2022$4,000 · 0.01%
All plans at this employer2
403B PLAN FOR SELF-HELP SERVICES CORPORATION401(k)
EMPLOYEE BENEFIT PLAN OF SELF-HELP FEDERAL CREDIT UNION401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 561849615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.