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 |
|---|---|---|
KOSS-OLINGER CONSULTING, LLC4 years Filed as: KOSS OLINGER & COMPANY LLC Service code 27 2700 NW 43RD ST · GAINESVILLE, FL 32606 | Advisory (Plan) | $20,527 |
COULTER & JUSTUS2 years Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $12,300 |
SVRPC, INC.4 years Service code 13 | Contract Administrator | $3,421 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,016 | $102,317-71.6% | $146,958-80.3% | $80,856-64.1% |
| Participation rate | 94.7% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 11.37% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,285 | $3,713-65.4% | $4,933-73.9% | $2,755-53.3% |
| Participant deferral / active EE | $3,238 | $6,644-51.3% | $8,070-59.9% | $4,296-24.6% |
| Admin fee / account holder | $386 | $7,941-95.1% | $12,998-97.0% | $6,918-94.4% |