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 HEALTH1+ years Service code 99 20 YORK STREET · NEW HAVEN, CT 065103220 | Other Fees | $57,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$136,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,589 | $37,039-1.2% | $147,614-75.2% | $59,188-38.2% |
| Participation rate | 91.4% | 63.8%+27.7pp | 84.6%+6.8pp | 69.4%+22.0pp |
| Annual return | 1.73% | 7.19%-5.5pp | 61.98%-60.2pp | 5.51%-3.8pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,970 | $2,094+89.6% | $4,895-18.9% | $3,265+21.6% |
| Admin fee / account holder | $25 | $60-59.1% | $11,611-99.8% | $92-73.3% |