Plan Ledger DOL Form 5500 · updated monthly

Fishbowl Solutions LLC401(k)

FISHBOWL SOLUTIONS RETIREMENT PLAN · OREM, UT · plan year 2024

Reported admin expense ratio · 2024
0.63%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Fishbowl Solutions LLC reported $77,614 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,166 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.81% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 385th-largest of 848 plans among Utah employers on file, and 6,908th of 11,654 in professional & technical services. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has shrunk from 266 to 210 since 2022.

Plan summary
Net assets, end of year$13,692,994
Participants with balances184
Active participants210
Employer contributions$664,756
Employee contributions$1,175,884
Employer contribution per active participant$3,166
Average account balance$74,418
Benefits paid to participants$1,111,891
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 184 accts · $665K emplr
2023$11.0M · 215 accts · $644K emplr
2022$7.8M · 199 accts · $564K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,574
Investment management$40
Total administrative$77,614
The Fishbowl Solutions LLC 401(k) match · 2024
Employer contribution per active participant$3,166
Median for plans this size$2,416
2024$3,166 per active participant
2023$2,800 per active participant
2022$2,121 per active participant

Fishbowl Solutions LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK USA · Recordkeeping · Investment advisory (participants)$77,614

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$77,614 · 0.63%
2023$76,045 · 0.81%
2022$76,227 · 0.81%
Same employer
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Pdq.com, Corporation UT$14.4M · 0.05%
Roa Management Holding, LLC UT$13.9M · 0.17%
Testout Corporation UT$13.8M · 0.37%
Becklar, LLC UT$13.0M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832855918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.