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 WEALTH4 years Filed as: ONE CHARLES PRIVATE WEALTH LLC Service code 27 · EIN 81-4753725 | Advisory (Plan) | $98,553 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $10,260 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,148 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,477 | $81,474+267.6% | $133,956+123.6% | $73,488+307.5% |
| Participation rate | 97.1% | 76.4%+20.7pp | 79.8%+17.3pp | 70.7%+26.4pp |
| Annual return | 16.43% | 19.40%-3.0pp | 45.09%-28.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $9,863 | $2,209+346.4% | $3,919+151.7% | $2,270+334.5% |
| Participant deferral / active EE | $8,732 | $3,786+130.6% | $5,048+73.0% | $3,740+133.5% |
| Admin fee / account holder | $711 | $713-0.3% | $8,927-92.0% | $513+38.6% |