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 WEALTH6 years Filed as: ONE CHARLES PRIVATE WEALTH LLC Service code 27 · EIN 81-4753725 | Advisory (Plan) | $215,661 |
Service code 26 · EIN 26-4311657 | Advisory (Participants) | $30,806 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,542 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,279 | $86,655+171.5% | $119,609+96.7% | $66,914+251.6% |
| Participation rate | 96.4% | 75.6%+20.9pp | 79.3%+17.2pp | 69.8%+26.6pp |
| Annual return | -18.52% | -8.00%-10.5pp | -14.97%-3.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $8,579 | $2,536+238.3% | $4,232+102.7% | $2,544+237.2% |
| Participant deferral / active EE | $8,726 | $4,358+100.2% | $5,602+55.8% | $4,237+105.9% |
| Admin fee / account holder | $1,269 | $755+68.1% | $10,323-87.7% | $593+113.8% |