Plan Ledger DOL Form 5500 · updated monthly

Solar Turbines Incorporated401(k) + ESOP (KSOP)

SOLAR SAVINGS AND INVESTMENT PLAN · SAN DIEGO, CA · plan year 2025

Reported admin expense ratio · 2025
0.08%

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

Solar Turbines Incorporated reported $390,946 in plan administrative expenses for 2025: 0.08% of average plan assets, above the peer median. Employer contributions averaged $4,963 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 3 years on file its reported administrative ratio rose from 0.07% to 0.08%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other manufacturing employers. By assets it is the 240th-largest of 9,483 plans among California employers on file, and the 533rd of 13,661 in manufacturing. In 2025, employees put in $1.20 for every $1.00 the employer contributed; active participation has grown from 1,162 to 1,855 since 2022.

Plan summary
Net assets, end of year$548,784,528
Participants with balances2,477
Active participants1,855
Employer contributions$9,207,241
Employee contributions$11,022,395
Employer contribution per active participant$4,963
Average account balance$221,552
Benefits paid to participants$40,552,330
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$548.8M · 2,477 accts · $9.2M emplr
2024$422.9M · 2,038 accts · $8.5M emplr
2023$374.7M · 2,029 accts · $7.6M emplr
2022$318.1M · 1,701 accts · $6.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$129,327
Investment management$164,275
Audit (IQPA)$56,500
Trustee / custodial$28,982
Total administrative$390,946
The Solar Turbines Incorporated 401(k) match · 2025
Employer contribution per active participant$4,963
Median for plans this size$4,295
2025$4,963 per active participant
2024$5,611 per active participant
2023$5,107 per active participant
2022$5,332 per active participant

Solar Turbines Incorporated's 2025 employer contribution ran above the $4,295 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20258
ALIGHT SOLUTIONS LLC · Recordkeeping$33,060
ALIGHT FINANCIAL ADVISORS, LLC · Investment advisory (participants)$161,684
STRATEGIC BENEFIT ADVISORS · Contract administrator · Consulting$96,267
PRICEWATERHOUSECOOPERS LLP · Accounting / audit$56,500
NORTHERN TRUST COMPANY · Trustee$28,982
CATERPILLAR INC$10,456
PERSHING LLCindirect comp
ALIGHT FINANCIAL SOLUTIONS, LLC · Securities brokerageindirect comp

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

Recordkeeper by year3
2025Alight
2024Alight
2023Alight

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

Administrative cost history4
2025$390,946 · 0.08%
2024$237,463 · 0.06%
2023$215,560 · 0.06%
2022$240,307 · 0.07%
Same employer
Similar plansManufacturing · California
Quidelortho Corporation CA$584.1M · 0.04%
Pure Storage, Inc. CA$581.3M · 0.04%
Rivian, LLC CA$567.3M · 0.26%
The Cooper Companies, Inc. CA$557.5M · 0.06%
Crowdstrike, Inc. CA$481.2M · 0.03%
Advantest America, Inc. CA$450.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953621514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.