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) | $36,760 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,841 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,709 | $93,182+0.6% | $146,665-36.1% | $79,386+18.0% |
| Participation rate | 71.2% | 76.4%-5.3pp | 80.1%-8.9pp | 70.7%+0.5pp |
| Annual return | 12.35% | 21.61%-9.3pp | 22.74%-10.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,800 | $2,420-25.6% | $4,136-56.5% | $2,427-25.8% |
| Participant deferral / active EE | $3,309 | $4,169-20.6% | $5,506-39.9% | $4,046-18.2% |
| Admin fee / account holder | $735 | $585+25.7% | $10,280-92.8% | $626+17.4% |