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 LLC2+ years Filed as: MALONEY & NOVOTNY, LLC Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE E STE 700 · CLEVELAND, OH 441142540 | Accounting | $11,631 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,088 | $92,091+174.8% | $62,995+301.8% | $77,958+224.6% |
| Participation rate | 81.5% | 74.5%+7.0pp | 74.8%+6.7pp | 71.6%+9.9pp |
| Annual return | 12.75% | 16.23%-3.5pp | 87.57%-74.8pp | 20.87%-8.1pp |
| Employer contribution / active EE | $10,594 | $3,424+209.4% | $2,759+284.0% | $2,310+358.5% |
| Participant deferral / active EE | $7,607 | $3,361+126.3% | $3,329+128.5% | $3,537+115.1% |
| Admin fee / account holder | $2 | $48-95.8% | $3,600-99.9% | $97-97.9% |