Plan Ledger DOL Form 5500 · updated monthly

Ovuline, Inc.401(k)

OVIA HEALTH 401(K) PLAN · BURLINGTON, NC · plan year 2020

Reported admin expense ratio · 2020
0.07%

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

Ovuline, Inc. reported $2,293 in plan administrative expenses for 2020: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,638 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 3 years on file its reported administrative ratio fell from 0.07% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in North Carolina (1,551st of 2,005), and 1,961st of 2,199 in information & media. In 2020, employees put in $4.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,088,321
Participants with balances122
Active participants80
Employer contributions$131,027
Employee contributions$563,881
Employer contribution per active participant$1,638
Average account balance$33,511
Benefits paid to participants$438,905
Plan auditUnmodified (clean) audit opinion
AuditorHUGHES PITMAN & GUPTON, LLPE
Plan history4
Yearassets · accounts · employer contribution
2024$0
2023$4.1M · 121 accts · $3K emplr
2022$3.6M · 106 accts
2020$4.1M · 122 accts · $131K emplr
The Ovuline, Inc. 401(k) match · 2020
Employer contribution per active participant$1,638
Median for plans this size$893
2023$55 per active participant
2020$1,638 per active participant

Ovuline, Inc.'s 2020 employer contribution ran above the $893 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2024Not separately reported
2023$211 · 0.01%
2022$2,560 · 0.06%
2020$2,293 · 0.07%
Similar plansInformation & Media · North Carolina
Real Magic, Inc. NC$5.1M · 0.09%
Data Tech Systems, LLC NC$4.8M · 0.85%
Carnow NC$4.3M · 0.30%
Curtis Media Group, Inc. NC$4.3M · 0.02%
Payzer, LLC NC$2.2M · 0.91%
Passport Labs, Inc. NC$63 · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455608650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.