Overview

Plan Rating

BrightScope Rating
70
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (28)
Average in Peer Group (62)
Highest in Peer Group (86)

Plan Description

Aptara, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Salary Deferral. Aptara, Inc. 401k Plan currently has over 200 active participants and over $9.4M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (70) and the top rated plan (86) could equate to:
10
Additional years of work
9,062
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 3110 Fairview Park Dr, Ste 900
  • Location
    Falls Church , VA
  • 22042
  • Industry
    Manufacturing
  • Administrator
    Sara Grigg
  • Net Plan Assets
    $9,400,000
  • Total Participants
    220
  • Avg Account Balance
    $52,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan Large Cap Growth 26%
N/A
Voya Fixed Account 19%
N/A
T. Rowe Price Mid-Cap Growth 7%
N/A
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
Voya Financial (ING)
Insurance Advisor/Broker
Lockton Investment Advisors
Recordkeeper
Voya Financial (ING)
Auditor
Reinsel Kuntz Lesher, LLP

Articles and Questions

Boeing Plan Report (Updated)

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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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