Filed January 30, 1
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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,132 |
MAINLINE PRIVATE WEALTH, LLC2 years Filed as: MAINLINE PRIVATE WEALTH LLC Service code 27 308 E LANCASTER AVE STE 300 · WYNNEWOOD, PA 19096 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,919 | $86,655-7.8% | $119,609-33.2% | $66,914+19.4% |
| Participation rate | 85.1% | 75.6%+9.6pp | 79.3%+5.9pp | 69.8%+15.3pp |
| Annual return | -15.60% | -8.00%-7.6pp | -14.97%-0.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,311 | $2,536-48.3% | $4,232-69.0% | $2,544-48.5% |
| Participant deferral / active EE | $4,599 | $4,358+5.5% | $5,602-17.9% | $4,237+8.6% |
| Admin fee / account holder | $55 | $755-92.7% | $10,323-99.5% | $593-90.8% |