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 HEALTH2+ years Service code 99 · EIN 06-0646652 | Other Fees | $6,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$106,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,908 | $37,213-0.8% | $156,549-76.4% | $63,975-42.3% |
| Participation rate | 86.8% | 65.0%+21.8pp | 84.0%+2.8pp | 71.1%+15.7pp |
| Annual return | 8.49% | 47.89%-39.4pp | 32.23%-23.7pp | 48.65%-40.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,087 | $2,070+49.1% | $4,871-36.6% | $3,356-8.0% |
| Admin fee / account holder | $5 | $56-90.9% | $13,027-100.0% | $70-92.7% |