See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO1 year Filed as: THE TRUST COMPANY OF TOLEDO, N.A. Service code 21 1630 TIMBERWOLF DR · HOLLAND, OH 43528 | Bank Trustee | $107,557 |
Filed as: NOVARA, TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3763096 | Legal | $27,590 |
BENESYS, INC.6 years Service code 14 · EIN 38-2383171 | Plan Administrator | $18,696 |
EBERTS & HARRISON4 years Filed as: EBERTS & HARRISON INC Service code 50 1604 RIDGESIDE DRIVE · MT. AIRY, MD 21771 | Direct Payment | $17,395 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 | Direct payment from the plan; Copying... | $10,124 |
BULTYNCK & CO., P.L.L.C.4 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL · CLINTON TOWNSHIP, MI 48038 | Accounting | $9,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,289 | $106,236-60.2% | $112,228-62.3% | $64,808-34.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -9.17% | -6.02%-3.2pp | 27.45%-36.6pp | 32.82%-42.0pp |
| Employer contribution / active EE | $3,235 | $3,166+2.2% | $3,635-11.0% | $2,506+29.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $243 | $452-46.1% | $6,410-96.2% | $188+29.5% |