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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MAINLINE PRIVATE WEALTH, LLC3 years Filed as: MAINLINE PRIVATE WEALTH LLC Service code 27 308 E LANCASTER AVE STE 300 · WYNNEWOOD, PA 19096 | Advisory (Plan) | $5,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,011 |
Service code 27 155 SEAPORT BLVD 3RD FL · BOSTON, MA 02210 | Advisory (Plan) | $1,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,099 | $82,978+30.3% | $129,995-16.8% | $71,457+51.3% |
| Participation rate | 83.0% | 74.1%+8.9pp | 78.5%+4.5pp | 67.9%+15.1pp |
| Annual return | 16.91% | 20.60%-3.7pp | -137.18%+154.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,495 | $2,622-43.0% | $4,320-65.4% | $2,588-42.2% |
| Participant deferral / active EE | $4,822 | $4,432+8.8% | $5,820-17.2% | $4,289+12.4% |
| Admin fee / account holder | $64 | $1,729-96.3% | $10,614-99.4% | $1,587-96.0% |