Filed October 12, 2001
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 |
|---|---|---|
ONE CHARLES PRIVATE WEALTH2 years Filed as: ONE CHARLES PRIVATE WEALTH LLC Service code 27 · EIN 47-4918767 | Advisory (Plan) | $93,319 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $8,522 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$11,009 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,782 | $66,302+230.0% | $110,238+98.5% | $56,287+288.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -5.81% | -1.18%-4.6pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $9,030 | $2,047+341.1% | $3,826+136.0% | $2,111+327.8% |
| Participant deferral / active EE | $7,566 | $3,381+123.8% | $4,672+62.0% | $3,350+125.9% |
| Admin fee / account holder | $692 | $698-1.0% | $8,547-91.9% | $521+32.8% |