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) | $28,748 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $65,491 | $66,302-1.2% | $110,238-40.6% | $56,287+16.4% |
| Participation rate | 75.5% | 74.9%+0.5pp | 79.8%-4.4pp | 69.9%+5.6pp |
| Annual return | -7.62% | -1.18%-6.4pp | 314.74%-322.4pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,602 | $2,047-21.7% | $3,826-58.1% | $2,111-24.1% |
| Participant deferral / active EE | $2,547 | $3,381-24.7% | $4,672-45.5% | $3,350-24.0% |
| Admin fee / account holder | $302 | $698-56.7% | $8,547-96.5% | $521-42.0% |