Plan Ledger DOL Form 5500 · updated monthly

Summit Restaurant Holdings, LLC401(k)

CAPSTONE RESTAURANT GROUP 401(K) PLAN · BOULDER, CO · plan year 2022

Reported admin expense ratio · 2022
2.07%

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

Summit Restaurant Holdings, LLC reported $61,831 in plan administrative expenses for 2022: 2.07% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Colorado (1,216th of 1,461), and 1,259th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$2,728,222
Participants with balances436
Active participants1,020
Employer contributions$0
Employee contributions$476,841
Employer contribution per active participant$0
Average account balance$6,257
Benefits paid to participants$431,056
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$16
Total administrative$61,831
The Summit Restaurant Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Summit Restaurant Holdings, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$61,831 · 2.07%
Similar plansAccommodation & Food Services · Colorado
Nor-Mar, Inc. CO$3.1M · 0.90%
St. Julien Hotel and Spa CO$2.9M · 0.07%
Lbe Holdings, LLC CO$2.8M · 1.74%
Illegal Pete's, LLC CO$2.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352488578 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.