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 TOLEDO6 years Service code 21 1630 TIMBERWOLF DR. · HOLLAND, OH 43528 | Bank Trustee | $59,061 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,067 | $84,487-4.0% | $125,339-35.3% | $66,914+21.1% |
| Participation rate | 97.1% | 76.4%+20.6pp | 82.4%+14.7pp | 69.8%+27.3pp |
| Annual return | -14.68% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,189 | $3,553-66.5% | $4,814-75.3% | $2,544-53.2% |
| Participant deferral / active EE | $4,869 | $6,781-28.2% | $7,446-34.6% | $4,237+14.9% |
| Admin fee / account holder | $350 | $685-48.9% | $10,010-96.5% | $593-41.0% |