Filed January 25, 2000 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $19,906 |
O'CONNOR, MALONEY & CO., PC2 years Filed as: O'CONNOR, MALONEY & COMPANY, P.C. Service code 10 · EIN 04-2595327 | Accounting | $9,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,606 |
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 | $54,476 | $49,138+10.9% | $84,015-35.2% | $65,185-16.4% |
| Participation rate | 92.8% | 60.7%+32.1pp | 69.0%+23.8pp | 70.2%+22.6pp |
| Annual return | 23.08% | 23.00%+0.1pp | 71.31%-48.2pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,109 | $914+21.4% | $1,983-44.1% | $2,177-49.1% |
| Participant deferral / active EE | $4,396 | $2,397+83.4% | $3,239+35.7% | $3,514+25.1% |
| Admin fee / account holder | $66 | $543-87.8% | $6,101-98.9% | $847-92.2% |