Plan Ledger DOL Form 5500 · updated monthly

Sun Valley Community School, Inc.403(b)

SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN · SUN VALLEY, ID · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Sun Valley Community School, Inc. reported $26,901 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,346 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 0.13% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 77th-largest of 349 plans among Idaho employers on file, and the 1,333rd of 3,091 in educational services. In 2024, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,215,375
Participants with balances254
Active participants144
Employer contributions$481,853
Employee contributions$484,627
Employer contribution per active participant$3,346
Average account balance$111,084
Benefits paid to participants$774,668
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.2M · 254 accts · $482K emplr
2023$24.8M · 247 accts · $444K emplr
2022$21.5M · 240 accts · $420K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,757
Audit (IQPA)$2,144
Total administrative$26,901
Employer contributions to the Sun Valley Community School, Inc. plan · 2024
Employer contribution per active participant$3,346
Median for plans this size$2,416
2024$3,346 per active participant
2023$3,106 per active participant
2022$3,156 per active participant

Sun Valley Community School, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MERCER GLOBAL ADVISORS BRANCH · Investment advisory (plan)$16,766
TIAA$8,141

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$26,901 · 0.10%
2023$31,781 · 0.14%
2022$31,098 · 0.13%
Similar plansEducational Services · Idaho
The College of Idaho ID$49.6M · 0.11%
The Ellis School PA$28.2M · 0.06%
Cornish College of the Arts WA$28.2M · 0.19%
The Foundation Schools MD$28.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820307094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.