Overview

Plan Rating

BrightScope Rating
83
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (44)
Average in Peer Group (77)
Highest in Peer Group (89)

Plan Description

Localytics 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83, 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 and Total Plan Cost. Localytics 401k Plan currently has over 100 active participants and over $3.9M in plan assets.

Did you know?

For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (83) and the top rated plan (89) could equate to:
4
Additional years of work
80,691
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2 Center Plaza, 3rd Floor
  • Location
    Boston , MA
  • 02108
  • Industry
    Software Publishers
  • Administrator
    Heather Knirk
  • Net Plan Assets
    $3,860,000
  • Total Participants
    180
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
GoodData 81.3
WebLinc 76.2
Hannon Hill 75.5
Mutual Mobile 74.8
GlobalSCAPE 74.6
Encore Technology Group, LLC 66.8

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

38

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 65%
16%
Vanguard 500 Index 4%
15%
DFA US Large Cap Value I 4%
63%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
ADP
Auditor
Moody Famiglietti Andronico LLP

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

Why Do Investment Expenses Matter?
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