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 WEALTH7 years Filed as: ONE CHARLES PRIVATE WEALTH LLC Service code 27 · EIN 81-4753725 | Advisory (Plan) | $144,883 |
Filed as: LEAFHOUSE Service code 26 · EIN 26-4311657 | Advisory (Participants) | $41,901 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,491 |
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 | $260,473 | $82,978+213.9% | $129,995+100.4% | $71,457+264.5% |
| Participation rate | 99.3% | 74.1%+25.2pp | 78.5%+20.8pp | 67.9%+31.4pp |
| Annual return | 16.57% | 20.60%-4.0pp | -137.18%+153.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $12,302 | $2,622+369.3% | $4,320+184.8% | $2,588+375.4% |
| Participant deferral / active EE | $9,633 | $4,432+117.4% | $5,820+65.5% | $4,289+124.6% |
| Admin fee / account holder | $1,122 | $1,729-35.1% | $10,614-89.4% | $1,587-29.3% |