Retirement plan

INVISO CORP. 401(K) PLAN

Name: INVISO CORP. - INVISO CORP. 401(K) PLAN (2015) Form 5500
Creator: INVISO CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INVISO CORP. 401(K) PLAN, INVISO CORP.

INVISO CORP.EIN 71-0965987Plan #001PY 2015

3009 112TH AVENUE NE SUITE 200 - BELLEVUE, WA 98004425-702-8175invisocorp.comLinkedIn201-500 employeesinformation technology and services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.3M

No prior year

Total participants

152

No prior year

Average account balance

$37,679

No prior year

Annual return

-1.13%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.17M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

Not enough data

1 years with per-participant data

Participants with account balance

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

100

Not enough data

1 years with headcount on file

Eligible Participants and Participation

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

74.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$641

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
HUNNEX AND SHOEMAKER, INC.1+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 15 · EIN 91-1072394	Recordkeeping	$0
QUEST CAPITAL STRATEGIES INC1+ years Service code 22 · EIN 95-3859254	Insurance Broker	$0
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$0

Plan features & details

Pension benefit codes3D2F2G2J

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$106 / participant

Contract admin$13K100.0%

% of EOY assets

0.398%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: VISSE & COMPANY CPAS
Auditor EIN: 542088418
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,679

$70,002-46.2%

$115,038-67.2%

$52,331-28.0%

Participation rate

48.4%

72.1%-23.7pp

81.4%-33.0pp

68.1%-19.7pp

Annual return

-1.13%

4.04%-5.2pp

26.14%-27.3pp

4.54%-5.7pp

Employer contribution / active EE

$2,715-100.0%

$4,608-100.0%

$1,882-100.0%

Participant deferral / active EE

$4,709

$4,920-4.3%

$6,026-21.9%

$3,022+55.8%

Admin fee / account holder

$150

$566-73.5%

$8,175-98.2%

$592-74.7%

Provider

Service type

Compensation

HUNNEX AND SHOEMAKER, INC.1+ years

Filed as: HUNNEX AND SHOEMAKER INC

Service code 15 · EIN 91-1072394

Recordkeeping

QUEST CAPITAL STRATEGIES INC1+ years

Service code 22 · EIN 95-3859254

Insurance Broker

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

INVISO CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INVISO CORP. 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