Plan Ledger DOL Form 5500 · updated monthly

The Rockhill Group, Inc.401(k)

THE ROCKHILL GROUP, INC. RETIREMENT PLAN · MOLINO, FL · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

The Rockhill Group, Inc. reported $23,069 in plan administrative expenses for 2022: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,443 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 rose from 0.25% to 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (1,973rd of 3,644), and 8,552nd of 11,654 in professional & technical services. In 2022, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,360,598
Participants with balances279
Active participants331
Employer contributions$477,726
Employee contributions$713,746
Employer contribution per active participant$1,443
Average account balance$29,966
Benefits paid to participants$1,474,348
Plan auditUnmodified (clean) audit opinion
AuditorOLSEN THIELEN & CO, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 187 accts · $54K emplr
2023$7.9M · 241 accts · $239K emplr
2022$8.4M · 279 accts · $478K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,069
Total administrative$23,069
The The Rockhill Group, Inc. 401(k) match · 2022
Employer contribution per active participant$1,443
Median for plans this size$1,114
2024$280 per active participant
2023$1,387 per active participant
2022$1,443 per active participant

The Rockhill Group, Inc.'s 2022 employer contribution ran above 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.

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$54,243 · 0.69%
2023$42,176 · 0.52%
2022$23,069 · 0.25%
Similar plansProfessional & Technical Services · Florida
Microtechnologies LLC FL$8.5M · 0.44%
Actsoft Inc FL$8.5M · 0.53%
Momentum Consulting Corp. FL$8.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201836715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.