Retirement plan

FRONT RANGE OCCUPATIONAL MEDICINE

Name: FRONT RANGE OCCUPATIONAL MEDICINE - FRONT RANGE OCCUPATIONAL MEDICINE (2021) Form 5500
Creator: FRONT RANGE OCCUPATIONAL MEDICINE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRONT RANGE OCCUPATIONAL MEDICINE, FRONT RANGE OCCUPATIONAL MEDICINE

FRONT RANGE OCCUPATIONAL MEDICINEEIN 47-4641175Plan #001PY 2021

513 PEERY PARKWAY - GOLDEN, CO 80403303-944-4574frontrangemed.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$503K

+37.4% from 2020

Total participants

0.0% from 2020

Average account balance

$100,662

+37.4% from 2020

Annual return

18.09%

+3.67 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$932K

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$100,662

$217,432-53.7%

$185,851-45.8%

$167,553-39.9%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

18.09%

148.43%-130.3pp

122.11%-104.0pp

478.89%-460.8pp

Employer contribution / active EE

$3,388

$5,874-42.3%

$5,168-34.4%

$4,840-30.0%

Participant deferral / active EE

$10,778

$6,357+69.5%

$5,569+93.6%

$6,343+69.9%

Admin fee / account holder

$19,820-100.0%

$16,245-100.0%

$12,316-100.0%

FRONT RANGE OCCUPATIONAL MEDICINE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FRONT RANGE OCCUPATIONAL MEDICINE

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