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) | $30,696 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $87,382 | $81,474+7.3% | $133,956-34.8% | $73,488+18.9% |
| Participation rate | 72.7% | 76.4%-3.6pp | 79.8%-7.1pp | 70.7%+2.0pp |
| Annual return | 15.21% | 19.40%-4.2pp | 45.09%-29.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,854 | $2,209-16.1% | $3,919-52.7% | $2,270-18.3% |
| Participant deferral / active EE | $3,220 | $3,786-15.0% | $5,048-36.2% | $3,740-13.9% |
| Admin fee / account holder | $634 | $713-11.1% | $8,927-92.9% | $513+23.6% |