Filed January 23, 2017
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,LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $8,821 |
NATIONWIDE6 years Service code 15 · EIN 31-4156830 | Recordkeeping | $2,262 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $1,939 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 | Advisory (Participants) | $498 |
Service code 26 · EIN 33-0674797 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,308 | $67,984+213.8% | $65,493+225.7% | $74,304+187.1% |
| Participation rate | 77.4% | 66.3%+11.0pp | 73.1%+4.3pp | 60.3%+17.0pp |
| Annual return | 15.31% | 19.87%-4.6pp | 982.45%-967.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $5,435 | $2,491+118.2% | $2,574+111.1% | $2,241+142.5% |
| Participant deferral / active EE | $9,007 | $3,346+169.2% | $3,961+127.4% | $3,767+139.1% |
| Admin fee / account holder | $115 | $1,373-91.6% | $5,028-97.7% | $2,969-96.1% |