Plan Ledger DOL Form 5500 · updated monthly

Stavvy, Inc.401(k)

STAVVY 401(K) PLAN · BOSTON, MA · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Stavvy, Inc. reported $3,371 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. 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 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Massachusetts (2,347th of 2,726), and 3,883rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$4,603,995
Participants with balances190
Active participants154
Employer contributions$0
Employee contributions$1,621,017
Employer contribution per active participant$0
Average account balance$24,232
Benefits paid to participants$886,228
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,028
Investment management$2,343
Total administrative$3,371
The Stavvy, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Stavvy, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2023$3,371 · 0.10%
Same employer
Similar plansRetail Trade · Massachusetts
Sullivan Brothers Car Co. MA$5.0M · 0.44%
Mascorp Management Corp. MA$4.8M · 0.12%
Route 24 Auto Group MA$4.8M · 1.06%
Campbell Bewley, Inc. MA$4.5M · 0.34%
Rodman Ford Sales, Inc. MA$4.4M · 0.32%
Color, Inc. MA$3.6M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832861139 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.