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 |
|---|---|---|
PATHWAY BENEFIT SERVICES7+ years Filed as: PATHWAY INVESTMENTS Service code 15 · EIN 38-2696931 5099 S DIVISION · GRAND RAPIDS, MI 49548 | Recordkeeping | $14,001 |
CENTENNIAL SECURITIES7+ years Service code 26 · EIN 38-2214928 5099 S DIVISION · GRAND RAPIDS, MI 49546 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,957 | $59,263-12.3% | $96,562-46.2% | $79,386-34.6% |
| Participation rate | 72.7% | 61.9%+10.8pp | 69.8%+2.9pp | 70.7%+2.0pp |
| Annual return | 15.96% | 27.07%-11.1pp | 37.78%-21.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $238 | $1,216-80.4% | $2,356-89.9% | $2,427-90.2% |
| Participant deferral / active EE | $1,677 | $2,948-43.1% | $3,849-56.4% | $4,046-58.6% |
| Admin fee / account holder | $109 | $658-83.4% | $6,181-98.2% | $626-82.5% |