Plan Ledger DOL Form 5500 · updated monthly

Harmonium, Inc.403(b)

HARMONIUM, INC. 403(B) PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.56%

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

Harmonium, Inc. reported $7,584 in plan administrative expenses for 2022: 0.56% of average plan assets, above the peer median. Employer contributions averaged $109 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (8,668th of 9,483), and 2,943rd of 3,091 in educational services. In 2022, employees put in $7.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,283,244
Participants with balances48
Active participants190
Employer contributions$20,615
Employee contributions$150,956
Employer contribution per active participant$109
Average account balance$26,734
Benefits paid to participants$63,974
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$7,584
Total administrative$7,584
Employer contributions to the Harmonium, Inc. plan · 2022
Employer contribution per active participant$109
Median for plans this size$1,114

Harmonium, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,584 · 0.56%
Similar plansEducational Services · California
Wellness Together CA$1.4M · 0.62%
Community Music Center CA$1.3M · 0.13%
Kolbe Academy Inc CA$1.2M · 0.91%
Legacy Education Inc CA$1.1M · 0.82%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 510172471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.