D.L. Cole and Associates, Inc. d/b/a National Rent to Own

Form 5500 Data

D.L. Cole and Associates, Inc. d/b/a National Rent to Own

46
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
46
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (26)
Average in Peer Group (60)
Highest in Peer Group (84)

Plan Description

National Rent To Own 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 46. National Rent To Own 401k Plan currently has over 100 active participants and over $1.7M in plan assets.

Did you know?

For the average 401k participant, the 38 point difference between this plan's BrightScope Rating (46) and the top rated plan (84) could equate to:
17
Additional years of work
219,756
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3407 Bridgeland Dr
  • Location
    Bridgeton , MO
  • 63044-2604
  • Industry
    Retail Trade
  • Administrator
    William Freeland
  • Net Plan Assets
    $1,650,000
  • Total Participants
    150
  • Avg Account Balance
    $43,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Poor
Salary Deferrals:
Below Avg.
Account Balance:
Average

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Below Avg.
Account Balance:
Above Average

Peer Group Plans

Company Rating
Christian Brands 61.2
Boathouse Row Sports Limited 49.7
Lover's Lane & Co. 49.3
Romantix 48.1
Pawn 1 46.8
Peekay 46.8
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Investments

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Large Cap S&P 500 Index 37%
N/A
Principal Financial Group LifeTime 19%
N/A
Principal MidCap Value I 7%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Principal Financial Group
Insurance Advisor/Broker
Lewandoski, Shannon
Insurance Advisor/Broker
Oliver, David L.
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
CBIZ Financial Solutions, Inc.

Articles and Questions

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