Plan Ledger DOL Form 5500 · updated monthly

Strategic Operational Solutions, Inc.401(k)

STRATEGIC OPERATIONAL SOLUTIONS 401(K) PLAN · ASHBURN, VA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Strategic Operational Solutions, Inc. reported $37,414 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $3,167 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 0.76% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,735th of 2,266), and 9,397th of 11,654 in professional & technical services. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 71 to 111 since 2022.

Plan summary
Net assets, end of year$6,006,063
Participants with balances158
Active participants111
Employer contributions$351,547
Employee contributions$638,784
Employer contribution per active participant$3,167
Average account balance$38,013
Benefits paid to participants$1,583,461
Plan auditUnmodified (clean) audit opinion
AuditorTHOMPSON GREENSPON
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 158 accts · $352K emplr
2023$5.8M · 150 accts · $277K emplr
2022$5.3M · 135 accts · $140K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,963
Investment management$14,451
Total administrative$37,414
The Strategic Operational Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$3,167
Median for plans this size$1,313
2024$3,167 per active participant
2023$3,043 per active participant
2022$1,972 per active participant

Strategic Operational Solutions, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$22,962
AMERITAS ADVISORY SERVICES, LLC · Investment advisory (plan)$14,448
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$37,414 · 0.63%
2023$41,886 · 0.75%
2022$43,527 · 0.76%
Similar plansProfessional & Technical Services · Virginia
Iron Arch Technology, LLC VA$6.2M · 0.78%
Shorepoint, Inc. VA$6.2M · 0.12%
Foxguard Solutions VA$6.1M · 0.01%
Tradecentric, LLC VA$6.1M · 0.18%
Metronome LLC VA$6.0M · 0.67%
Zantech IT Services, Inc. VA$5.9M · 1.08%
The Lukens Company VA$5.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205439932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.