Retirement plan

STANFORD CARR DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN

Name: STANFORD CARR DEVELOPMENT, LLC - STANFORD CARR DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: STANFORD CARR DEVELOPMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANFORD CARR DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN, STANFORD CARR DEVELOPMENT, LLC

STANFORD CARR DEVELOPMENT, LLCEIN 99-0334653Plan #001PY 2023

1100 ALAKEA ST., 27TH FLOOR - HONOLULU, HI 96813808-537-5220stanfordcarr.comLinkedIn1-10 employeesreal estate

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+20.1% from 2022

Total participants

-5.9% from 2022

Average account balance

$256,172

+20.1% from 2022

Annual return

16.24%

+27.42 pp from 2022

Benchmarks

See 51,572 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort51,572 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$339K

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.

46.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$123518

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 codes2E2H2J2F3D3H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$200

$13 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.010%

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

$256,172

$106,247+141.1%

$96,515+165.4%

$139,466+83.7%

Participation rate

50.0%

77.8%-27.8pp

74.3%-24.3pp

80.3%-30.3pp

Annual return

16.24%

38.47%-22.2pp

35.73%-19.5pp

373.66%-357.4pp

Employer contribution / active EE

$4,106-100.0%

$3,740-100.0%

$4,754-100.0%

Participant deferral / active EE

$4,113

$5,456-24.6%

$4,880-15.7%

$6,712-38.7%

Admin fee / account holder

$25

$7,885-99.7%

$6,735-99.6%

$11,409-99.8%

STANFORD CARR DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANFORD CARR DEVELOPMENT, LLC 401(K) PROFIT SHARING 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