Plan Ledger DOL Form 5500 · updated monthly

Suna Solutions, Inc.401(k)

SUNA SOLUTIONS, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
1.41%

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

Suna Solutions, Inc. reported $48,111 in plan administrative expenses for 2024: 1.41% 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.

Across the 1 year on file its reported administrative ratio rose from 0.75% to 1.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (7,493rd of 9,483), and 1,615th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$3,746,532
Participants with balances237
Active participants289
Employer contributions$0
Employee contributions$699,367
Employer contribution per active participant$0
Average account balance$15,808
Benefits paid to participants$391,136
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$3.7M · 237 accts
2023$3.1M · 384 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,278
Investment management$15,833
Total administrative$48,111
The Suna Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Suna Solutions, Inc.'s 2024 employer contribution ran below the $1,313 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$15,443
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$390

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

Administrative cost history2
2024$48,111 · 1.41%
2023$20,805 · 0.75%
Similar plansAdministrative & Support Services · California
Rivo Holdings, LLC CA$4.0M · 1.03%
Vcheck Global, LLC CA$4.0M · 0.66%
Swing Education, Inc. CA$3.8M · 0.56%
Tezerakt LLC CA$3.7M · 0.22%
Prosum, Inc. CA$3.7M · 0.39%
Incredible Health, Inc. CA$3.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800481197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.