Retirement plan

REBOUND SPORTS & ORTHOPEDIC PHYSICAL THERAPY, LLC 401(K) PLAN

Name: REBOUND SPORTS & ORTHOPEDIC PHYSICAL THERAPY, LLC - REBOUND SPORTS & ORTHOPEDIC PHYSICAL THERAPY, LLC 401(K) PLAN (2021) Form 5500
Creator: REBOUND SPORTS & ORTHOPEDIC PHYSICAL THERAPY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REBOUND SPORTS & ORTHOPEDIC PHYSICAL THERAPY, LLC 401(K) PLAN, REBOUND SPORTS & ORTHOPEDIC PHYSICAL THERAPY, LLC

REBOUND SPORTS & ORTHOPEDIC PHYSICAL THERAPY, LLCEIN 65-1280474Plan #001PY 2021

P.O. BOX 110171 - ANCHORAGE, AK 99511907-341-5555reboundptak.comLinkedIn11-50 employees

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.2M

-12.1% from 2020

Total participants

-3.9% from 2020

Average account balance

$60,186

-9.7% from 2020

Annual return

14.12%

-5.00 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.54M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$231K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1270

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 codes2E2F2G2J2R2T3D

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$895K

$24184 / participant

Other / not subdivided$895K100.0%

% of EOY assets

41.299%

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

$60,186

$95,406-36.9%

$185,849-67.6%

$85,847-29.9%

Participation rate

64.9%

68.8%-3.9pp

81.7%-16.8pp

69.3%-4.5pp

Annual return

14.12%

23.59%-9.5pp

122.10%-108.0pp

318.61%-304.5pp

Employer contribution / active EE

$2,224

$3,314-32.9%

$5,169-57.0%

$2,565-13.3%

Participant deferral / active EE

$3,962

$3,424+15.7%

$5,569-28.9%

$3,952+0.2%

Admin fee / account holder

$24,856

$7,214+244.5%

$16,244+53.0%

$6,261+297.0%

REBOUND SPORTS & ORTHOPEDIC PHYSICAL THERAPY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REBOUND SPORTS & ORTHOPEDIC PHYSICAL THERAPY, LLC 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