Plan Ledger DOL Form 5500 · updated monthly

Yield Solutions Group401(k)

YIELD SOLUTIONS GROUP 401(K) RETIREMENT PLAN · GREENWOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Yield Solutions Group reported $22,932 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. 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 fell from 1.00% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Colorado (1,160th of 1,461), and 4,558th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$3,529,644
Participants with balances217
Active participants180
Employer contributions$0
Employee contributions$769,491
Employer contribution per active participant$0
Average account balance$16,266
Benefits paid to participants$160,579
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2024$3.5M · 217 accts
2023$2.6M · 179 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,932
Total administrative$22,932
The Yield Solutions Group 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Yield Solutions Group'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.

Administrative cost history2
2024$22,932 · 0.75%
2023$22,546 · 1.00%
Same employer
Similar plansFinance & Insurance · Colorado
Fleet Financial Inc. CO$4.4M · 0.96%
Loan Simple CO$4.0M · 0.87%
Autopay Direct, Inc. CO$2.9M · 1.86%
Eberl Claims Service, LLC CO$2.7M · 0.34%
Lpmg Holdings, LLC CO$1.0M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811471792 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.