Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (21)
Average in Peer Group (67)
Highest in Peer Group (96)

Plan Description

XOJET, Inc. 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Salary Deferral. XOJET, Inc. 401k Profit Sharing Plan & Trust currently has over 400 active participants and over $14.0M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (75) and the top rated plan (96) could equate to:
19
Additional years of work
*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 2000 Sierra Point Parkway Suite 200
  • Location
    Brisbane , CA
  • 94005
  • Industry
    Transportation and Warehousing
  • Administrator
    Jennifer Bullian
  • Net Plan Assets
    $14,000,000
  • Total Participants
    480
  • Avg Account Balance
    $35,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
Sunset Aviation 81.4
Mainfreight 67.5
Empire Airlines 58.3
Ameriflight, LLC 57.1
Envoy Airlines 56.3
AirTran Airways 43.6
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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 SmartRetirement 23%
58%
Fidelity Mid Cap Index 17%
26%
Fidelity 500 Index 14%
7%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
LPL Financial Corp. (NRP)
Recordkeeper
Fidelity
Auditor
Ireland, San Filippo, LLP

Articles and Questions