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 TOLEDO4 years Service code 21 1630 TIMBERWOLF DR. · HOLLAND, OH 43528 | Bank Trustee | $3,072 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,573 | $99,957+2.6% | $149,696-31.5% | $73,488+39.6% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.1pp | 70.7%+25.9pp |
| Annual return | 17.65% | 53.87%-36.2pp | 276.60%-258.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,375 | $3,191-56.9% | $4,644-70.4% | $2,270-39.4% |
| Participant deferral / active EE | $5,520 | $6,073-9.1% | $6,842-19.3% | $3,740+47.6% |
| Admin fee / account holder | $19 | $551-96.6% | $9,309-99.8% | $513-96.3% |