Plan Ledger DOL Form 5500 · updated monthly

Share Our Selves Corporation403(b)

SHARE OUR SELVES CORPORATION 403(B) PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Share Our Selves Corporation reported $10,357 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,631 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 rose from 0.04% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (6,334th of 9,483), and 2,020th of 3,341 in other services. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 150 to 178 since 2022.

Plan summary
Net assets, end of year$6,994,312
Participants with balances160
Active participants178
Employer contributions$290,366
Employee contributions$652,139
Employer contribution per active participant$1,631
Average account balance$43,714
Benefits paid to participants$426,950
Plan auditUnmodified (clean) audit opinion
AuditorLSL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 160 accts · $290K emplr
2023$5.6M · 145 accts · $257K emplr
2022$4.4M · 141 accts · $221K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,357
Total administrative$10,357
Employer contributions to the Share Our Selves Corporation plan · 2024
Employer contribution per active participant$1,631
Median for plans this size$1,313
2024$1,631 per active participant
2023$1,574 per active participant
2022$1,475 per active participant

Share Our Selves Corporation's 2024 employer contribution ran above the $1,313 median for plans its size. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$10,357
NEW YORK LIFE SECURITIES · Other servicesindirect 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$10,357 · 0.16%
2023$4,750 · 0.09%
2022$1,937 · 0.04%
Same employer
Similar plansOther Services · California
Faith in Action Network CA$7.5M · 0.27%
Image Solutions CA$7.1M · 0.09%
Multiplier CA$6.6M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953222316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.