Retirement plan

STERLING RANCH DEVELOPMENT COMPANY 401(K) PLAN

Name: STERLING RANCH DEVELOPMENT COMPANY - STERLING RANCH DEVELOPMENT COMPANY 401(K) PLAN (2018) Form 5500
Creator: STERLING RANCH DEVELOPMENT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STERLING RANCH DEVELOPMENT COMPANY 401(K) PLAN, STERLING RANCH DEVELOPMENT COMPANY

STERLING RANCH DEVELOPMENT COMPANYEIN 46-3331441Plan #001PY 2018

8155 PINEY RIVER AVE., STE 200 - LITTLETON, CO 80125303-202-6800

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$122K

No prior year

Total participants

No prior year

Average account balance

$24,370

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$94K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$280K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$26965

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,370

$97,761-75.1%

$83,850-70.9%

$135,382-82.0%

Participation rate

62.5%

80.0%-17.5pp

76.1%-13.6pp

82.6%-20.1pp

Annual return

0.00%

1287.44%-1287.4pp

850.92%-850.9pp

519.77%-519.8pp

Employer contribution / active EE

$7,571

$4,222+79.3%

$3,631+108.5%

$4,779+58.4%

Participant deferral / active EE

$8,403

$4,682+79.5%

$4,082+105.9%

$5,609+49.8%

Admin fee / account holder

$6,674-100.0%

$5,478-100.0%

$10,829-100.0%

STERLING RANCH DEVELOPMENT COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STERLING RANCH DEVELOPMENT COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion