Plan Ledger DOL Form 5500 · updated monthly

Social Advocates for Youth, San Diego, Inc.403(b)

SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Social Advocates for Youth, San Diego, Inc. reported $3,304 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $471 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 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,112th of 9,483), and the 5,332nd of 11,911 in health care & social assistance. In 2024, employees put in $2.92 for every $1.00 the employer contributed; active participation has grown from 346 to 435 since 2022.

Plan summary
Net assets, end of year$11,368,611
Participants with balances132
Active participants435
Employer contributions$204,815
Employee contributions$597,978
Employer contribution per active participant$471
Average account balance$86,126
Benefits paid to participants$1,215,824
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 132 accts · $205K emplr
2023$10.6M · 125 accts · $185K emplr
2022$9.1M · 117 accts · $183K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,304
Total administrative$3,304
Employer contributions to the Social Advocates for Youth, San Diego, Inc. plan · 2024
Employer contribution per active participant$471
Median for plans this size$2,416
2024$471 per active participant
2023$441 per active participant
2022$528 per active participant

Social Advocates for Youth, San Diego, Inc.'s 2024 employer contribution ran below the $2,416 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.

Administrative cost history3
2024$3,304 · 0.03%
2023$2,730 · 0.03%
2022$2,001 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · California
Lifemoves CA$11.7M · 0.21%
Camino Health Center CA$11.4M · 0.02%
Brethren Hillcrest Homes CA$11.3M · 0.55%
Essential Access Health CA$11.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237107958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.