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 SECURITIES4+ years Service code 26 · EIN 38-2214928 5099 S DIVISION · GRAND RAPIDS, MI 49546 | Advisory (Participants) | $13,105 |
PATHWAY BENEFIT SERVICES4+ years Filed as: PATHWAY INVESTMENTS Service code 15 · EIN 38-2696931 5099 S DIVISION · GRAND RAPIDS, MI 49548 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,310 | $42,548-24.1% | $74,550-56.7% | $56,287-42.6% |
| Participation rate | 72.6% | 60.5%+12.1pp | 69.1%+3.4pp | 69.9%+2.7pp |
| Annual return | -5.28% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $128 | $855-85.1% | $1,961-93.5% | $2,111-94.0% |
| Participant deferral / active EE | $1,458 | $2,277-36.0% | $3,108-53.1% | $3,350-56.5% |
| Admin fee / account holder | $92 | $467-80.2% | $5,060-98.2% | $521-82.3% |