Filed October 22, 2004
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 5-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 |
|---|---|---|
MALONEY & NOVOTNY LLC1 year Service code 10 · EIN 34-0677006 | Accounting | $15,200 |
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 | $72,621 | $68,408+6.2% | $57,179+27.0% | $57,658+25.9% |
| Participation rate | 95.5% | 79.1%+16.4pp | 75.3%+20.2pp | 70.2%+25.3pp |
| Annual return | 8.61% | 8.51%+0.1pp | 14.59%-6.0pp | 5.13%+3.5pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,978 | $2,903+71.5% | $3,096+60.8% | $3,061+62.6% |
| Admin fee / account holder | $34 | $70-51.1% | $3,139-98.9% | $95-64.0% |