Filed September 22, 1992
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 |
|---|---|---|
YALE NEW HAVEN HEALTH1+ years Service code 99 · EIN 06-0646652 | Other Fees | $34,347 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$124,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,853 | $37,039-27.5% | $147,614-81.8% | $59,188-54.6% |
| Participation rate | 93.4% | 63.8%+29.6pp | 84.6%+8.8pp | 69.4%+24.0pp |
| Annual return | 0.43% | 7.19%-6.8pp | 61.98%-61.5pp | 5.51%-5.1pp |
| Employer contribution / active EE | $3,224 | $1,353+138.3% | $5,564-42.1% | $2,098+53.7% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $10 | $60-82.9% | $11,611-99.9% | $92-88.8% |