Plan Ledger DOL Form 5500 · updated monthly

Senior Housing Options Inc.403(b)

SENIOR HOUSING OPTIONS INC. 403B PLAN · DENVER, CO · plan year 2022

Reported admin expense ratio · 2022
0.20%

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

Senior Housing Options Inc. reported $2,623 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $461 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,339th of 1,461), and 10,688th of 11,911 in health care & social assistance. In 2022, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,241,044
Participants with balances71
Active participants142
Employer contributions$65,518
Employee contributions$74,830
Employer contribution per active participant$461
Average account balance$17,479
Benefits paid to participants$33,062
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,576
Investment management$47
Total administrative$2,623
Employer contributions to the Senior Housing Options Inc. plan · 2022
Employer contribution per active participant$461
Median for plans this size$1,114

Senior Housing Options Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,623 · 0.20%
Similar plansHealth Care & Social Assistance · Colorado
Metro Crisis Services CO$1.5M · 0.42%
Griffith Centers, Inc. CO$1.3M · 0.19%
Larchwood Inns, Inc CO$1.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840820084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.