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 |
|---|---|---|
TRUST COMPANY OF TOLEDO2 years Service code 21 1630 TIMBERWOLF DR. · HOLLAND, OH 43528 | Bank Trustee | $4,326 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $77,181 | $73,102+5.6% | $123,544-37.5% | $56,287+37.1% |
| Participation rate | 98.4% | 74.3%+24.1pp | 82.3%+16.1pp | 69.9%+28.6pp |
| Annual return | -2.79% | 3.01%-5.8pp | 119.20%-122.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,162 | $2,977-61.0% | $4,628-74.9% | $2,111-45.0% |
| Participant deferral / active EE | $4,023 | $5,423-25.8% | $6,426-37.4% | $3,350+20.1% |
| Admin fee / account holder | $28 | $554-94.9% | $9,284-99.7% | $521-94.6% |