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 WEALTH5 years Filed as: ONE CHARLES PRIVATE WEALTH LLC Service code 27 · EIN 81-4753725 | Advisory (Plan) | $158,300 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $37,587 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,358 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $8,640 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $316,978 | $93,182+240.2% | $146,665+116.1% | $79,386+299.3% |
| Participation rate | 98.6% | 76.4%+22.1pp | 80.1%+18.5pp | 70.7%+27.8pp |
| Annual return | 9.46% | 21.61%-12.2pp | 22.74%-13.3pp | 116.85%-107.4pp |
| Employer contribution / active EE | $9,894 | $2,420+308.9% | $4,136+139.2% | $2,427+307.6% |
| Participant deferral / active EE | $9,118 | $4,169+118.7% | $5,506+65.6% | $4,046+125.4% |
| Admin fee / account holder | $1,347 | $585+130.3% | $10,280-86.9% | $626+115.0% |