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 SERVICES8+ years Filed as: PATHWAY INVESTMENTS Service code 15 · EIN 38-2696931 5099 S DIVISION · GRAND RAPIDS, MI 49548 | Recordkeeping | $12,844 |
CENTENNIAL SECURITIES8+ 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 | $41,950 | $49,451-15.2% | $79,550-47.3% | $66,914-37.3% |
| Participation rate | 72.5% | 61.3%+11.1pp | 69.5%+3.0pp | 69.8%+2.7pp |
| Annual return | -15.04% | 84.25%-99.3pp | 0.16%-15.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $284 | $1,266-77.6% | $2,413-88.2% | $2,544-88.8% |
| Participant deferral / active EE | $1,835 | $3,159-41.9% | $3,985-54.0% | $4,237-56.7% |
| Admin fee / account holder | $99 | $595-83.4% | $6,832-98.6% | $593-83.3% |