Plan Ledger DOL Form 5500 · updated monthly

Sunset Aviation, LLC dba Solairus Aviation401(k)

SOLAIRUS AVIATION 401(K) PLAN · PETALUMA, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Sunset Aviation, LLC dba Solairus Aviation reported $461,377 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $10,698 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 0.37% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 600th-largest of 9,483 plans among California employers on file, and the 158th of 2,677 in transportation & warehousing. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has grown from 945 to 1,127 since 2022.

Plan summary
Net assets, end of year$183,864,529
Participants with balances1,249
Active participants1,127
Employer contributions$12,056,146
Employee contributions$18,260,359
Employer contribution per active participant$10,698
Average account balance$147,209
Benefits paid to participants$13,992,019
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$183.9M · 1,249 accts · $12.1M emplr
2023$138.3M · 1,185 accts · $10.5M emplr
2022$101.2M · 1,026 accts · $8.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,439
Investment management$421,938
Total administrative$461,377
The Sunset Aviation, LLC dba Solairus Aviation 401(k) match · 2024
Employer contribution per active participant$10,698
Median for plans this size$3,635
2024$10,698 per active participant
2023$9,897 per active participant
2022$8,958 per active participant

Sunset Aviation, LLC dba Solairus Aviation's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20245
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$300,851
PERIGON WEALTH MANAGEMENT, LLC · Investment management$129,617
GLOBAL RETIREMENT PARTNERS LLC · Investment management$18,750
CERITY PARTNERS LLC · Investment advisory (participants)$5,492
CHARLES SCHWAB & CO., INC · Securities brokerage$2,128

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$461,377 · 0.29%
2023$459,881 · 0.38%
2022$376,999 · 0.37%
Same employer
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Cruise, LLC CA$489.2M · 0.00%
Doordash, Inc. CA$438.7M · 0.12%
Matson, Inc. CA$332.5M · 0.04%
Zoox, Inc. CA$222.5M · 0.13%
G3 Enterprises, Inc. CA$138.1M · 0.10%
Allen Lund Company, LLC CA$121.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800319107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.