Plan Ledger DOL Form 5500 · updated monthly

San Diego Symphony Orchestra Association403(b)

SAN DIEGO SYMPHONY 403(B) PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

San Diego Symphony Orchestra Association reported $21,407 in plan administrative expenses for 2022: 0.38% of average plan assets, below 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.

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 (6,919th of 9,483), and 915th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$5,267,522
Participants with balances67
Active participants168
Employer contributions$0
Employee contributions$500,042
Employer contribution per active participant$0
Average account balance$78,620
Benefits paid to participants$295,643
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,304
Investment management$2,488
Professional / advisory$11,615
Total administrative$21,407
Employer contributions to the San Diego Symphony Orchestra Association plan · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

San Diego Symphony Orchestra Association'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$21,407 · 0.38%
Same employer
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Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 952040874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.