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 WEALTH3 years Filed as: ONE CHARLES PRIVATE WEALTH LLC Service code 27 · EIN 81-4753725 | Advisory (Plan) | $92,961 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $8,989 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$6,545 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,284 | $86,332+189.9% | $125,175+99.9% | $65,185+284.0% |
| Participation rate | 98.5% | 75.3%+23.2pp | 79.8%+18.7pp | 70.2%+28.3pp |
| Annual return | 21.53% | 27.43%-5.9pp | 43.79%-22.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $9,886 | $2,040+384.7% | $3,865+155.8% | $2,177+354.2% |
| Participant deferral / active EE | $8,363 | $3,537+136.4% | $4,937+69.4% | $3,514+138.0% |
| Admin fee / account holder | $656 | $609+7.7% | $9,702-93.2% | $847-22.5% |