Overview

Plan Rating

BrightScope Rating
50
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (15)
Average in Peer Group (60)
Highest in Peer Group (87)

Plan Description

AMERCO Employee Stock Ownership Plan is a defined contribution plan with a leveraged ESOP component. This plan has a BrightScope Rating of 50. This plan is in the top 15% of plans for Participation Rate and Total Plan Cost. AMERCO Employee Stock Ownership Plan currently has over 16,300 active participants and over $370.9M in plan assets.

Did you know?

For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (50) and the top rated plan (87) could equate to:
17
Additional years of work
263,264
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 2727 N. Central Avenue
  • Location
    Phoenix , AZ
  • 85004
  • Industry
    Real Estate and Rental and Leasing
  • Administrator
    Samuel Briggs
  • Sponsor
    Gary Horton
  • Net Plan Assets
    $371,000,000
  • Total Participants
    16,000
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Below Avg.

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Poor

Peer Group Plans

Company Rating
Netflix 82.6
Exterran Energy Solutions, L.P. 73.8
United Rentals N.A. 71.7
Sunbelt Rentals 67.4
The Hertz 57.6
Avis Budget Group 45.2
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Investments

Investment Menu Stats

# of Investment Options

2

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
AMERCO Common Stock 99%
N/A
JPMorgan US Government Money Market 0%
73%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
BDO Seidman, LLP

Articles and Questions