Plan Ledger DOL Form 5500 · updated monthly

Soli Organic, Inc.401(k)

SHENANDOAH GROWERS 401(K) PLAN · HARRISONBURG, VA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Soli Organic, Inc. reported $34,821 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $885 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 1.26% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Virginia (1,745th of 2,266), and 601st of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,901,332
Participants with balances214
Active participants537
Employer contributions$475,004
Employee contributions$855,764
Employer contribution per active participant$885
Average account balance$27,576
Benefits paid to participants$1,728,120
Plan auditUnmodified (clean) audit opinion
AuditorBROWN EDWARDS
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 214 accts · $475K emplr
2023$5.5M · 196 accts · $389K emplr
2022$4.1M · 189 accts · $339K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,238
Investment management$10,583
Total administrative$34,821
The Soli Organic, Inc. 401(k) match · 2024
Employer contribution per active participant$885
Median for plans this size$1,313
2024$885 per active participant
2023$671 per active participant
2022$581 per active participant

Soli Organic, Inc.'s 2024 employer contribution ran below the $1,313 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$10,583

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$34,821 · 0.61%
2023$9,211 · 0.19%
2022$51,510 · 1.26%
Same employer
Similar plansAgriculture, Forestry & Fishing · Virginia
Virginia Diodes VA$9.2M · 0.11%
Vpgc, LLC VA$9.1M · 0.65%
Primland LTD. VA$2.1M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541521303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.