Plan Ledger DOL Form 5500 · updated monthly

Sonnenalp Properties Inc.401(k)

SONNENALP PROPERTIES PROFIT SHARING PLAN · VAIL, CO · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Sonnenalp Properties Inc. reported $2,060 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $987 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 1 year on file its reported administrative ratio rose from 0.015% to 0.022%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Colorado (776th of 1,461), and the 544th of 2,240 in accommodation & food services. In 2023, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,301,260
Participants with balances244
Active participants363
Employer contributions$358,158
Employee contributions$860,069
Employer contribution per active participant$987
Average account balance$42,218
Benefits paid to participants$838,938
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $17K emplr
2023$10.3M · 244 accts · $358K emplr
2022$8.5M · 222 accts · $287K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,664
Investment management$396
Total administrative$2,060
The Sonnenalp Properties Inc. 401(k) match · 2023
Employer contribution per active participant$987
Median for plans this size$1,308
2023$987 per active participant
2022$816 per active participant

Sonnenalp Properties Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping$1,664

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024Not separately reported
2023$2,060 · 0.02%
2022$1,373 · 0.02%
Same employer
Similar plansAccommodation & Food Services · Colorado
Hotelengine, Inc. CO$18.2M · 0.13%
Tsg Ski and Golf, LLC CO$15.9M · 0.49%
Resort Group, LLC CO$6.6M · 0.92%
Princeton Holdings, LLC CO$6.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840892418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.