Filed November 9, 2000
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 |
|---|---|---|
CENTENNIAL SECURITIES3+ years Service code 26 · EIN 38-2214928 5099 S DIVISION · GRAND RAPIDS, MI 49546 | Advisory (Participants) | $13,181 |
PATHWAY BENEFIT SERVICES3+ years Filed as: PATHWAY INVESTMENTS Service code 15 · EIN 38-2696931 5099 S DIVISION · GRAND RAPIDS, MI 49548 | Recordkeeping | $1,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,774 | $51,466-20.8% | $78,778-48.2% | $62,292-34.5% |
| Participation rate | 72.5% | 59.8%+12.7pp | 69.2%+3.3pp | 69.5%+2.9pp |
| Annual return | 14.63% | 19.96%-5.3pp | 35.62%-21.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $242 | $827-70.8% | $1,986-87.8% | $2,042-88.2% |
| Participant deferral / active EE | $1,392 | $2,147-35.2% | $2,958-53.0% | $3,169-56.1% |
| Admin fee / account holder | $82 | $489-83.2% | $5,134-98.4% | $479-82.9% |