Retirement plan

STARR PROPERTY MANAGEMENT, INC. 401(K) PLAN

Name: STARR PROPERTY MANAGEMENT, INC. - STARR PROPERTY MANAGEMENT, INC. 401(K) PLAN (2022) Form 5500
Creator: STARR PROPERTY MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STARR PROPERTY MANAGEMENT, INC. 401(K) PLAN, STARR PROPERTY MANAGEMENT, INC.

STARR PROPERTY MANAGEMENT, INC.EIN 83-1552668Plan #001PY 2022

1545 ST. MARKS PLAZA #4 - STOCKTON, CA 95207916-423-2221starrpropertymgmt.comLinkedIn11-50 employeesexecutive office

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$421K

+10.3% from 2021

Total participants

-7.7% from 2021

Average account balance

$35,074

+19.4% from 2021

Annual return

-18.23%

-31.80 pp from 2021

Benchmarks

See 18,479 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,479 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$905K

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+16.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7664

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 codes2J2T3D

Plan features

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$373 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.709%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$35,074

$190,879-81.6%

$160,009-78.1%

$134,532-73.9%

Participation rate

100.0%

82.0%+18.0pp

78.0%+22.0pp

81.2%+18.8pp

Annual return

-18.23%

552.63%-570.9pp

408.85%-427.1pp

418.27%-436.5pp

Employer contribution / active EE

$7,626

$4,995+52.7%

$4,225+80.5%

$4,741+60.9%

Participant deferral / active EE

$6,338

$6,924-8.5%

$6,183+2.5%

$6,401-1.0%

Admin fee / account holder

$249

$10,495-97.6%

$8,715-97.1%

$11,429-97.8%

STARR PROPERTY MANAGEMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STARR PROPERTY MANAGEMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion