Retirement plan

O'BRIEN'S RENT-ALL & SALES, INC. 401(K) PROFIT SHARING PLAN

Name: OBRIENS RENT-ALL & SALES, INC. - O'BRIEN'S RENT-ALL & SALES, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: OBRIENS RENT-ALL & SALES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, O'BRIEN'S RENT-ALL & SALES, INC. 401(K) PROFIT SHARING PLAN, OBRIENS RENT-ALL & SALES, INC.

OBRIENS RENT-ALL & SALES, INC.EIN 55-0587710Plan #001PY 2017

2640 MARKET STREET - WHEELING, WV 26003304-233-6266

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$419K

-16.3% from 2016

Total participants

-51.4% from 2016

Average account balance

$24,642

+72.4% from 2016

Annual return

9.95%

+6.01 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$447K

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+60.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1809

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 codes2E2J3D3H3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$169K

$28115 / participant

Other / not subdivided$169K100.0%

% of EOY assets

40.268%

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

$24,642

$232,540-89.4%

$185,117-86.7%

$147,586-83.3%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

9.95%

43.03%-33.1pp

40.50%-30.5pp

578.59%-568.6pp

Employer contribution / active EE

$2,592

$5,195-50.1%

$4,182-38.0%

$4,876-46.8%

Participant deferral / active EE

$3,648

$5,834-37.5%

$5,045-27.7%

$5,439-32.9%

Admin fee / account holder

$9,923

$10,275-3.4%

$8,159+21.6%

$10,886-8.8%

O'BRIEN'S RENT-ALL & SALES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

O'BRIEN'S RENT-ALL & SALES, INC. 401(K) PROFIT SHARING 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