Retirement plan

COLORADO ENERGY MINERALS INC 401(K) PLAN DTD 01/01/2008

Name: COLORADO ENERGY MINERALS INC - COLORADO ENERGY MINERALS INC 401(K) PLAN DTD 01/01/2008 (2017) Form 5500
Creator: COLORADO ENERGY MINERALS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLORADO ENERGY MINERALS INC 401(K) PLAN DTD 01/01/2008, COLORADO ENERGY MINERALS INC

COLORADO ENERGY MINERALS INCEIN 84-1051127Plan #001PY 2017

PO BOX 899 - DENVER, CO 802010899303-293-8198LinkedIn1-10 employeesoil & energy

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$573K

+27.1% from 2016

Total participants

0.0% from 2016

Average account balance

$81,847

+27.1% from 2016

Annual return

12.01%

+3.40 pp from 2016

Benchmarks

See 2,024 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,024 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.00M

Not enough data

1 years with asset history on file

Average account balance

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

$223K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2177

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 codes2E2G2J2R2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

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

$81,847

$152,460-46.3%

$118,746-31.1%

$147,585-44.5%

Participation rate

100.0%

82.3%+17.7pp

78.3%+21.7pp

82.8%+17.2pp

Annual return

12.01%

17.41%-5.4pp

24.54%-12.5pp

578.57%-566.6pp

Employer contribution / active EE

$2,249

$5,046-55.4%

$4,193-46.4%

$4,876-53.9%

Participant deferral / active EE

$7,452

$6,212+20.0%

$5,332+39.8%

$5,439+37.0%

Admin fee / account holder

$16,953-100.0%

$10,720-100.0%

$10,885-100.0%

COLORADO ENERGY MINERALS INC 401(K) PLAN DTD 01/01/2008

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COLORADO ENERGY MINERALS INC 401(K) PLAN DTD 01/01/2008

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