Overview

Plan Rating

BrightScope Rating
72
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 (78)
Highest in Peer Group (91)

Plan Description

APEX Analytix 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 35% of plans for Account Balances, Participation Rate, and Salary Deferral. APEX Analytix 401k Profit Sharing Plan currently has over 300 active participants and over $21.3M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (72) and the top rated plan (91) could equate to:
12
Additional years of work
114,136
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1501 Highwoods Blvd. Suite 200
  • Location
    Greensboro , NC
  • 27410
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Scott Nix
  • Net Plan Assets
    $21,300,000
  • Total Participants
    360
  • Avg Account Balance
    $62,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

29

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 31%
4%
Fidelity Advisor New Insights 12%
39%
Fidelity 500 Index 10%
17%
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
Bernard Robinson & Company, 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

Why Do Investment Expenses Matter?
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