Filed October 5, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $12,847 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,952 | $85,135-0.2% | $98,907-14.1% | $73,409+15.7% |
| Participation rate | 82.5% | 81.1%+1.4pp | 76.0%+6.5pp | 72.2%+10.3pp |
| Annual return | 16.35% | 19.14%-2.8pp | 196.43%-180.1pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,334 | $2,721-51.0% | $2,689-50.4% | $2,234-40.3% |
| Participant deferral / active EE | $3,987 | $4,349-8.3% | $4,244-6.1% | $3,805+4.8% |
| Admin fee / account holder | $0 | $139-100.0% | $6,642-100.0% | $158-100.0% |