Retirement plan

O'REILLY ELECTRIC LLC 401(K) PLAN

Name: O'REILLY ELECTRIC, LLC. - O'REILLY ELECTRIC LLC 401(K) PLAN (2020) Form 5500
Creator: O'REILLY ELECTRIC, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, O'REILLY ELECTRIC LLC 401(K) PLAN, O'REILLY ELECTRIC, LLC.

O'REILLY ELECTRIC, LLC.EIN 52-2381340Plan #001PY 2020

187 LONGVIEW AVE - FAIRFIELD, CT 06824203-667-8740oreillyelectricllc.comLinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$242K

+57.1% from 2019

Total participants

0.0% from 2019

Average account balance

$60,474

+57.1% from 2019

Annual return

23.95%

-0.85 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$547K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$88

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 codes2F2G2J3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$130

$43 / participant

Other / not subdivided$130100.0%

% of EOY assets

0.054%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$60,474

$115,814-47.8%

$101,275-40.3%

$158,982-62.0%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

23.95%

56.16%-32.2pp

46.48%-22.5pp

302.99%-279.0pp

Employer contribution / active EE

$2,298

$4,176-45.0%

$3,660-37.2%

$4,763-51.8%

Participant deferral / active EE

$14,733

$4,958+197.2%

$4,371+237.1%

$5,983+146.2%

Admin fee / account holder

$33

$7,249-99.6%

$5,948-99.5%

$11,252-99.7%

O'REILLY ELECTRIC LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

O'REILLY ELECTRIC LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion