Filed November 9, 2005
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 |
|---|---|---|
Filed as: ANCHOR INVESTMENT MANAGEMENT Service code 26 · EIN 57-1109708 3205 DEVINE ST · COLUMBIA, SC 29205 | Advisory (Participants) | $31,132 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,701 | $71,192-14.7% | $117,854-48.5% | $62,292-2.6% |
| Participation rate | 69.6% | 74.2%-4.7pp | 79.7%-10.1pp | 69.5%+0.1pp |
| Annual return | 15.92% | 18.66%-2.7pp | 335.08%-319.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,519 | $1,934-21.4% | $3,786-59.9% | $2,042-25.6% |
| Participant deferral / active EE | $2,299 | $3,189-27.9% | $4,482-48.7% | $3,169-27.5% |
| Admin fee / account holder | $276 | $587-53.1% | $8,020-96.6% | $479-42.5% |