Plan Ledger DOL Form 5500 · updated monthly

Stratus.Hr401(k)

STRATUS.HR RETIREMENT PLAN · SANDY, UT · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Stratus.Hr reported $304,869 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,184 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 has held roughly steady near 0.520%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 128th-largest of 848 plans among Utah employers on file, and the 249th of 2,534 in administrative & support services. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 2,601 to 3,166 since 2022.

Plan summary
Net assets, end of year$63,668,675
Participants with balances3,058
Active participants3,166
Employer contributions$3,749,114
Employee contributions$9,421,844
Employer contribution per active participant$1,184
Average account balance$20,820
Benefits paid to participants$6,209,204
Plan auditUnmodified (clean) audit opinion
AuditorSKIDMORE AND OLAUSSON
Plan history3
Yearassets · accounts · employer contribution
2024$63.7M · 3,058 accts · $3.7M emplr
2023$53.7M · 2,692 accts · $3.5M emplr
2022$42.5M · 2,474 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$286,769
Audit (IQPA)$18,100
Total administrative$304,869
The Stratus.Hr 401(k) match · 2024
Employer contribution per active participant$1,184
Median for plans this size$3,635
2024$1,184 per active participant
2023$1,273 per active participant
2022$1,320 per active participant

Stratus.Hr's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$286,769
SKIDMORE AND OLAUSSON · Accounting / audit$18,100
OSAIC WEALTH INC · Consulting · Insurance brokerindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$304,869 · 0.52%
2023$298,921 · 0.62%
2022$248,969 · 0.52%
Same employer
Similar plansAdministrative & Support Services · Utah
Tpusa, Inc. UT$87.1M · 0.41%
Young Living Holdings, LLC UT$83.3M · 0.22%
Shc Holdco, Inc. UT$73.9M · 0.19%
Conservice, LLC UT$67.7M · 0.31%
Avetta, LLC UT$33.5M · 0.03%
Credit.com Holdings, LLC UT$28.4M · 0.30%
Pgx Holdings, Inc. UT$28.3M · 0.41%
Ace Disposal, Inc. UT$26.3M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 453548842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.