Plan Ledger DOL Form 5500 · updated monthly

Stance, Inc.401(k)

STANCE, INC. 401(K) PLAN · SAN CLEMENTE, CA · plan year 2022

Reported admin expense ratio · 2022
0.29%

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

Stance, Inc. reported $16,333 in plan administrative expenses for 2022: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,594 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 retail trade employers. By assets it is among the smaller plans on file in California (6,943rd of 9,483), and 3,708th of 5,215 in retail trade. In 2022, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,179,088
Participants with balances98
Active participants170
Employer contributions$271,058
Employee contributions$478,320
Employer contribution per active participant$1,594
Average account balance$52,848
Benefits paid to participants$368,346
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,333
Total administrative$16,333
The Stance, Inc. 401(k) match · 2022
Employer contribution per active participant$1,594
Median for plans this size$1,114

Stance, Inc.'s 2022 employer contribution ran above 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 history1
2022$16,333 · 0.29%
Similar plansRetail Trade · California
Truckee-Tahoe Lumber Co. CA$5.4M · 0.65%
Shopmonkey Inc. CA$5.4M · 0.13%
Goodwill Central Coast CA$5.2M · 1.12%
Ocelot Engineering, Inc. CA$5.0M · 0.41%
Southgate Glass & Screen CA$5.0M · 0.62%
Bob Stall Chevrolet CA$5.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800492233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.