Plan Ledger DOL Form 5500 · updated monthly

Stage Capital Florida LLC401(k)

STAGE CAPITAL LLC 401(K) RETIREMENT PLAN · NAPLES, FL · plan year 2022

Reported admin expense ratio · 2022
0.98%

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

Stage Capital Florida LLC reported $23,081 in plan administrative expenses for 2022: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $819 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 1 year on file its reported administrative ratio rose from 0.98% to 1.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Florida (3,106th of 3,644), and 726th of 786 in management of companies. In 2022, employees put in $3.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,017,047
Participants with balances106
Active participants101
Employer contributions$82,720
Employee contributions$266,739
Employer contribution per active participant$819
Average account balance$19,029
Benefits paid to participants$532,213
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.8M · 97 accts · $66K emplr
2022$2.0M · 106 accts · $83K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,081
Total administrative$23,081
The Stage Capital Florida LLC 401(k) match · 2022
Employer contribution per active participant$819
Median for plans this size$1,114
2023$2,208 per active participant
2022$819 per active participant

Stage Capital Florida LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$23,499 · 1.22%
2022$23,081 · 0.98%
Similar plansManagement of Companies · Florida
Oglethorpe, Inc. FL$5.6M · 1.61%
1618 Holding, LLC FL$4.3M · 1.02%
Legendary Svs, LLC FL$4.2M · 1.18%
Ndc Asset Management, LLC FL$1.3M · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873239898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.