Access America Transport, Inc.

66
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
66
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (37)
Average in Peer Group (54)
Highest in Peer Group (80)

Plan Description

Aat, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Company Generosity and Salary Deferral. Aat, Inc. 401k Profit Sharing Plan currently has over 500 active participants and over $5.3M in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (66) and the top rated plan (80) could equate to:
6
Additional years of work
112,158
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 960 North Point Parkway, Suite 150
  • Location
    Alpharetta , GA
  • 30009
  • Industry
    General Freight Trucking, Local
  • Administrator
    Amy Kane-Stanley
  • Net Plan Assets
    $5,280,000
  • Total Participants
    580
  • Avg Account Balance
    $15,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Below Avg.
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
MFS Growth Allocation 28%
13%
Alger Capital Appreciation Institutional 15%
29%
Franklin Moderate Allocation 10%
12%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Smith & Howard, P.C.

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