Overview

Plan Rating

BrightScope Rating
78
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (24)
Average in Peer Group (73)
Highest in Peer Group (92)

Plan Description

Apptix 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78. This plan is in the top 15% of plans for Salary Deferral. Apptix 401k Plan currently has over 200 active participants and over $5.9M in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (78) and the top rated plan (92) could equate to:
11
Additional years of work
26,081
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 13461 Sunrise Valley Drive Ste. 300
  • Location
    Herndon , VA
  • 20171
  • Industry
    Data Processing, Hosting, and Related Services
  • Administrator
    Kelly Beckner
  • Net Plan Assets
    $5,860,000
  • Total Participants
    210
  • Avg Account Balance
    $29,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 57%
1%
American Funds AMCAP 5%
52%
Federated Max-Cap Index 4%
84%
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
American Funds (Capital Group)
Auditor
J.H. Cohn