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 | $7,532 |
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 | $37,896 | $92,091-58.9% | $62,995-39.8% | $77,958-51.4% |
| Participation rate | 85.3% | 74.5%+10.8pp | 74.8%+10.5pp | 71.6%+13.6pp |
| Annual return | 13.98% | 16.23%-2.2pp | 87.57%-73.6pp | 20.87%-6.9pp |
| Employer contribution / active EE | $844 | $3,424-75.4% | $2,759-69.4% | $2,310-63.5% |
| Participant deferral / active EE | $2,554 | $3,361-24.0% | $3,329-23.3% | $3,537-27.8% |
| Admin fee / account holder | $2 | $48-95.6% | $3,600-99.9% | $97-97.8% |