Plan Ledger DOL Form 5500 · updated monthly

San Diego Society of Natural History403(b)

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

San Diego Society of Natural History reported $717 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $307 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 arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (7,542nd of 9,483), and 1,021st of 1,311 in arts, entertainment & recreation. In 2022, employees put in $7.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,653,455
Participants with balances89
Active participants137
Employer contributions$42,021
Employee contributions$317,912
Employer contribution per active participant$307
Average account balance$41,050
Benefits paid to participants$120,988
Plan auditDisclaimer of opinion
AuditorWEST RHODE & ROBERTS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$717
Total administrative$717
Employer contributions to the San Diego Society of Natural History plan · 2022
Employer contribution per active participant$307
Median for plans this size$1,114

San Diego Society of Natural History'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$717 · 0.02%
Similar plansArts, Entertainment & Recreation · California
O.A.R.S. Companies, Inc. CA$4.0M · 0.58%
Mooretown Rancheria CA$3.9M · 0.49%
Blue Lake Casino CA$3.5M · 0.45%
O.A.R.S. Companies, Inc. CA$3.4M · 1.16%
The Living Desert CA$3.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951643375 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.