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 SECURITIES5+ years Service code 26 · EIN 38-2214928 5099 S DIVISION · GRAND RAPIDS, MI 49546 | Advisory (Participants) | $11,171 |
PATHWAY BENEFIT SERVICES5+ years Filed as: PATHWAY INVESTMENTS Service code 15 · EIN 38-2696931 5099 S DIVISION · GRAND RAPIDS, MI 49548 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,027 | $49,138-16.5% | $84,015-51.2% | $65,185-37.1% |
| Participation rate | 69.8% | 60.7%+9.1pp | 69.0%+0.8pp | 70.2%-0.4pp |
| Annual return | 21.85% | 23.00%-1.1pp | 71.31%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $205 | $914-77.6% | $1,983-89.7% | $2,177-90.6% |
| Participant deferral / active EE | $1,327 | $2,397-44.6% | $3,239-59.0% | $3,514-62.2% |
| Admin fee / account holder | $84 | $543-84.5% | $6,101-98.6% | $847-90.1% |