Filed October 9, 2002 (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 |
|---|---|---|
MALONEY & NOVOTNY LLC1+ years Filed as: MALONEY & NOVOTNY, LLC Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE E STE 700 · CLEVELAND, OH 441142540 | Accounting | $28,529 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $230,066 | $85,199+170.0% | $57,179+302.4% | $63,975+259.6% |
| Participation rate | 79.2% | 74.0%+5.2pp | 75.3%+3.9pp | 71.1%+8.1pp |
| Annual return | 1.48% | 10.43%-9.0pp | 14.59%-13.1pp | 48.65%-47.2pp |
| Employer contribution / active EE | $10,423 | $3,446+202.4% | $2,682+288.6% | $2,182+377.7% |
| Participant deferral / active EE | $7,523 | $3,109+142.0% | $3,096+143.0% | $3,356+124.1% |
| Admin fee / account holder | $5 | $39-87.0% | $3,139-99.8% | $70-92.9% |