Filed June 1, 1995 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 99 · EIN 53-0181291 | Other Fees | $19,000 |
YALE NEW HAVEN HEALTH1+ years Service code 99 · EIN 06-0646652 | Other Fees | $15,939 |
Service code 28 · EIN 04-2647786 | Investment Management | -$71,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,353 | $37,213-10.4% | $156,549-78.7% | $63,975-47.9% |
| Participation rate | 77.4% | 65.0%+12.4pp | 84.0%-6.7pp | 71.1%+6.2pp |
| Annual return | 10.15% | 47.89%-37.7pp | 32.23%-22.1pp | 48.65%-38.5pp |
| Employer contribution / active EE | $2,619 | $1,357+93.0% | $5,501-52.4% | $2,182+20.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $20 | $56-64.2% | $13,027-99.8% | $70-71.4% |