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 |
|---|---|---|
YALE NEW HAVEN HEALTH2+ years Service code 99 · EIN 06-0646652 | Other Fees | $11,691 |
Service code 16 · EIN 13-3152851 | Consulting | $5,065 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,173 | $44,989-21.8% | $170,442-79.4% | $77,958-54.9% |
| Participation rate | 0.0% | 64.6%-64.6pp | 83.6%-83.6pp | 71.6%-71.6pp |
| Annual return | 14.34% | 19.61%-5.3pp | 205.93%-191.6pp | 20.87%-6.5pp |
| Employer contribution / active EE | $2,894 | $1,466+97.4% | $5,433-46.7% | $2,310+25.2% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $9 | $69-87.0% | $13,880-99.9% | $97-90.8% |