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 | $37,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$145,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,276 | $37,039-21.0% | $147,614-80.2% | $59,188-50.5% |
| Participation rate | 86.8% | 63.8%+23.0pp | 84.6%+2.1pp | 69.4%+17.3pp |
| Annual return | 2.27% | 7.19%-4.9pp | 61.98%-59.7pp | 5.51%-3.2pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,021 | $2,094+44.3% | $4,895-38.3% | $3,265-7.5% |
| Admin fee / account holder | $13 | $60-78.4% | $11,611-99.9% | $92-85.9% |