Plan Ledger DOL Form 5500 · updated monthly

Options for All, Incorporated403(b)

OPTIONS FOR ALL RETIREMENT SAVINGS PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
1.69%

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

Options for All, Incorporated reported $68,099 in plan administrative expenses for 2024: 1.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $289 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 4.35% to 1.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,200th of 9,483), and 8,236th of 11,911 in health care & social assistance. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has grown from 566 to 892 since 2022.

Plan summary
Net assets, end of year$4,469,576
Participants with balances212
Active participants892
Employer contributions$257,694
Employee contributions$435,326
Employer contribution per active participant$289
Average account balance$21,083
Benefits paid to participants$211,322
Plan auditUnmodified (clean) audit opinion
AuditorJGD & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 212 accts · $258K emplr
2023$3.6M · 216 accts · $237K emplr
2022$2.8M · 325 accts · $247K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,099
Total administrative$68,099
Employer contributions to the Options for All, Incorporated plan · 2024
Employer contribution per active participant$289
Median for plans this size$1,313
2024$289 per active participant
2023$417 per active participant
2022$436 per active participant

Options for All, Incorporated'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 · 20242
ONEDIGITAL INVESTMENT ADVISORSindirect comp
INTEGRATED WEALTH CONCEPTS LLCindirect comp

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

Administrative cost history3
2024$68,099 · 1.69%
2023$59,314 · 1.86%
2022$111,127 · 4.35%
Same employer
Similar plansHealth Care & Social Assistance · California
Islands Hospice, Inc. CA$4.5M · 0.19%
Hospice of San Joaquin CA$4.5M · 1.19%
Bh-Sd Opco, LLC CA$4.5M · 0.98%
Cc Amulet Management LLC CA$4.5M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830471805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.