Plan Ledger DOL Form 5500 · updated monthly

Colson & Colson General Contractor, Inc.401(k)

THE COLSON GROUP 401(K) RETIREMENT PLAN · SALEM, OR · plan year 2022

Reported admin expense ratio · 2022
0.81%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Colson & Colson General Contractor, Inc. reported $52,328 in plan administrative expenses for 2022: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,101 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Oregon (739th of 1,021), and 3,903rd of 5,337 in construction. In 2022, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,383,212
Participants with balances76
Active participants44
Employer contributions$136,432
Employee contributions$310,264
Employer contribution per active participant$3,101
Average account balance$70,832
Benefits paid to participants$1,103,122
Plan auditUnmodified (clean) audit opinion
AuditorGROVE MUELLER & SWANK PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$52,328
Total administrative$52,328
The Colson & Colson General Contractor, Inc. 401(k) match · 2022
Employer contribution per active participant$3,101
Median for plans this size$1,114

Colson & Colson General Contractor, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$52,328 · 0.81%
Similar plansConstruction · Oregon
Neil Kelly Company, Inc. OR$6.0M · 0.91%
Sound Security, Inc. OR$5.8M · 0.68%
D & H Flagging, Inc. OR$4.1M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930969479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.