Plan Ledger DOL Form 5500 · updated monthly

Sun City Roseville Community Association401(k)

SCRCA 401K RETIREMENT PLAN · ROSEVILLE, CA · plan year 2022

Reported admin expense ratio · 2022
0.12%

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

Sun City Roseville Community Association reported $4,741 in plan administrative expenses for 2022: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $907 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 California (7,512th of 9,483), and the 1,066th of 2,240 in accommodation & food services. In 2022, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,714,793
Participants with balances94
Active participants182
Employer contributions$165,066
Employee contributions$423,500
Employer contribution per active participant$907
Average account balance$39,519
Benefits paid to participants$518,037
Plan auditUnmodified (clean) audit opinion
AuditorMCLINTOCK ACCOUNTANCY CORP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,632
Professional / advisory$3,109
Total administrative$4,741
The Sun City Roseville Community Association 401(k) match · 2022
Employer contribution per active participant$907
Median for plans this size$1,114

Sun City Roseville Community Association's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,741 · 0.12%
Similar plansAccommodation & Food Services · California
Crowne Plaza Foster City CA$4.2M · 0.67%
Shakey's USA, Inc. CA$3.9M · 0.28%
Clk HR Acquisition, LLC CA$3.7M · 0.95%
Wood Ranch USA, Inc. CA$3.6M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680338917 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.