Plan Ledger DOL Form 5500 · updated monthly

Solera Senior Management Employer LLC401(k)

SOLERA SENIOR MANAGEMENT EMPLOYER LLC 401(K) PLAN · DENVER, CO · plan year 2022

Reported admin expense ratio · 2022
0.83%

Solera Senior Management Employer LLC reported $2,913 in plan administrative expenses for 2022: 0.83% of average plan assets, below the peer median. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,419th of 1,461), and 11,524th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$351,723
Participants with balances68
Active participants351
Employer contributions—
Employee contributions$225,215
Employer contribution per active participant—
Average account balance$5,172
Benefits paid to participants$10,531
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER & CO. LTD
Administrative expenses, itemized · 2022
Investment management$2,913
Total administrative$2,913
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$2,913 · 0.83%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Alc Management LLC CO$445K · 0.35%
Oasis Corporation CO$388K · 0.22%
Alpine Homecare, LLC CO$212K · 1.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833814730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.