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 | $25,760 |
TIAA1+ years Service code 21 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Bank Trustee | $55 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,447 | $85,199-59.6% | $57,179-39.8% | $63,975-46.2% |
| Participation rate | 89.1% | 74.0%+15.0pp | 75.3%+13.7pp | 71.1%+17.9pp |
| Annual return | 1.79% | 10.43%-8.6pp | 14.59%-12.8pp | 48.65%-46.9pp |
| Employer contribution / active EE | $689 | $3,446-80.0% | $2,682-74.3% | $2,182-68.4% |
| Participant deferral / active EE | $2,639 | $3,109-15.1% | $3,096-14.8% | $3,356-21.4% |
| Admin fee / account holder | $8 | $39-80.2% | $3,139-99.8% | $70-89.1% |