Overview

Plan Rating

BrightScope Rating
76
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (37)
Average in Peer Group (70)
Highest in Peer Group (87)

Plan Description

O'Reilly Media, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Salary Deferral. O'Reilly Media, Inc. 401k Plan currently has over 400 active participants and over $29.9M in plan assets.

Did you know?

For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (76) and the top rated plan (87) could equate to:
7
Additional years of work
52,322
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 1005 Gravenstein Highway North
  • Location
    Sebastopol , CA
  • 95472
  • Industry
    Information
  • Administrator
    Peter Meechan
  • Net Plan Assets
    $29,900,000
  • Total Participants
    480
  • Avg Account Balance
    $73,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
The Motley Fool Holdings 82.2
BroadSoft 78.8
Axway 78.4
Skyward 73.5
J.W. Pepper & Son 69.8
Hal Leonard 65.9
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Investments

Investment Menu Stats

# of Investment Options

33

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 28%
3%
Fidelity 500 Index 9%
13%
JPMorgan Large Cap Growth 6%
94%
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
Empower
Insurance Advisor/Broker
Karl Hansen
Recordkeeper
Empower
Administration
Verisight, Inc.
Auditor
Moss Adams

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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