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 (41)
Average in Peer Group (77)
Highest in Peer Group (91)

Plan Description

Apttus Corporation 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83. This plan is in the top 15% of plans for Salary Deferral. Apttus Corporation 401k Plan currently has over 800 active participants and over $38.3M in plan assets.

Did you know?

For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (83) and the top rated plan (91) could equate to:
8
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1400 Fashion Island Blvd Ste 100
  • Location
    San Mateo , CA
  • 94404-2061
  • Industry
    Software Publishers
  • Administrator
    Lisa Cardenas
  • Net Plan Assets
    $38,300,000
  • Total Participants
    830
  • Avg Account Balance
    $50,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Peer Group Plans

Company Rating
MarkLogic 84.9
Machine Zone 81.4
Advisor360 78.4
Peoplefluent 77.7
Document Storage Systems 77.4
Sovos Compliance, LLC 77.2

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

35

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 58%
17%
Fidelity 500 Index 9%
10%
Fidelity Total Market Index 3%
30%
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
Strategic Advisors
Recordkeeper
Fidelity
Auditor
Moss Adams

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?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question