Retirement plan

INARI MEDICAL, INC.401(K)PLAN

Name: INARI MEDICAL, INC. - INARI MEDICAL, INC.401(K)PLAN (2020) Form 5500
Creator: INARI MEDICAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INARI MEDICAL, INC.401(K)PLAN, INARI MEDICAL, INC.

INARI MEDICAL, INC.EIN 45-2902923Plan #001PY 2020

9 PARKER, SUITE 100 - IRVINE, CA 92618877-923-4747inarimedical.comLinkedIn1001-5000 employeesmedical devices

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$10.3M

+231.6% from 2019

Total participants

425

+128.5% from 2019

Average account balance

$25,841

+41.8% from 2019

Annual return

128.75%

-78.76 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-101.78%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 37 · EIN 23-1945930	Loan Processing	$740

Plan features & details

Pension benefit codes2F2G2J3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$360

$1 / participant

Contract admin$360100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,841

$52,293-50.6%

$178,499-85.5%

$73,412-64.8%

Participation rate

93.9%

65.3%+28.6pp

81.9%+12.0pp

72.2%+21.7pp

Annual return

128.75%

34.75%+94.0pp

151.10%-22.4pp

59.30%+69.5pp

Employer contribution / active EE

$1,735-100.0%

$5,011-100.0%

$2,234-100.0%

Participant deferral / active EE

$8,356

$2,332+258.3%

$5,202+60.6%

$3,806+119.6%

Admin fee / account holder

$127-99.3%

$13,986-100.0%

$158-99.4%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: THE VANGUARD GROUP INC.

Service code 37 · EIN 23-1945930

Loan Processing

$740

INARI MEDICAL, INC.401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INARI MEDICAL, INC.401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion