Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (7)
Average in Peer Group (72)
Highest in Peer Group (88)

Plan Description

Colson Associates Employees' Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Company Generosity. Colson Associates Employees' Retirement Plan currently has over 1,100 active participants and over $75.5M in plan assets.

Did you know?

For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (75) and the top rated plan (88) could equate to:
8
Additional years of work
125,155
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1 N. Franklin Street Suite 2420
  • Location
    Chicago , IL
  • 60606-3452
  • Industry
    Manufacturing
  • Administrator
    Rebecca Spooner
  • Net Plan Assets
    $75,500,000
  • Total Participants
    1,100
  • Avg Account Balance
    $69,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Above Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 42%
51%
Fidelity Contrafund 10%
86%
Dodge & Cox Stock 9%
53%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Investment Adviser
Arnold & Porter Kaye Scholer LLP
Legal Counsel
Arnold & Porter Kaye Scholer LLP
Auditor
Grant Thornton, LLP

Articles and Questions

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