Overview

Plan Rating

BrightScope Rating
63
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (15)
Average in Peer Group (72)
Highest in Peer Group (92)

Plan Description

Dana F. Cole & Company, LLP 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Account Balances and Salary Deferral. Dana F. Cole & Company, LLP 401k Retirement Plan currently has over 200 active participants and over $7.8M in plan assets.

Did you know?

For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (63) and the top rated plan (92) could equate to:
18
Additional years of work
163,662
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 1248 O St Ste 500
  • Location
    Lincoln , NE
  • 68508-1424
  • Industry
    Offices of Certified Public Accountants
  • Administrator
    Thomas Obrist
  • Net Plan Assets
    $7,800,000
  • Total Participants
    210
  • Avg Account Balance
    $72,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Large Cap S&P 500 Index 15%
N/A
Principal Financial Group LifeTime 15%
N/A
Principal MidCap 10%
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
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
Fuhrman, Smolsky & Furey Pc

Articles and Questions