Plan Ledger DOL Form 5500 · updated monthly

Soleo Health Holdings, Inc.401(k)

SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN · FRISCO, TX · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Soleo Health Holdings, Inc. reported $136,200 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,008 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 0.47% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,198th-largest of 5,688 plans among Texas employers on file, and the 752nd of 5,215 in retail trade. In 2024, employees put in $3.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,972,535
Participants with balances1,004
Active participants1,017
Employer contributions$2,042,067
Employee contributions$6,270,322
Employer contribution per active participant$2,008
Average account balance$41,805
Benefits paid to participants$4,328,002
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.0M · 1,004 accts · $2.0M emplr
2023$32.3M · 931 accts · $1.9M emplr
2022$22.4M · 785 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,325
Investment management$12,446
Total administrative$136,200
The Soleo Health Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,008
Median for plans this size$2,416
2024$2,008 per active participant
2023$2,030 per active participant
2022$1,681 per active participant

Soleo Health Holdings, Inc.'s 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$102,325
SUMMIT GROUP RETIREMENT PLANNERS, · Investment advisory (plan)$33,875

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$136,200 · 0.37%
2023$140,456 · 0.51%
2022$101,380 · 0.47%
Same employer
Similar plansRetail Trade · Texas
Tropacaval Media, LLC TX$46.4M · 0.80%
Prime Communications, L.P. TX$45.5M · 0.79%
Tuesday Morning, Inc. TX$42.9M · 0.07%
Tony Gullo Motors, I, LP TX$41.5M · 0.64%
Continental Cars, Inc. TX$39.6M · 0.30%
Script Care, LTD. TX$39.5M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112962027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.