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 TOLEDO1 year Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $40,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $81,368 | $51,466+58.1% | $78,778+3.3% | $62,292+30.6% |
| Participation rate | 77.7% | 59.8%+17.9pp | 69.2%+8.5pp | 69.5%+8.2pp |
| Annual return | 18.27% | 19.96%-1.7pp | 35.62%-17.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,103 | $827+33.3% | $1,986-44.5% | $2,042-46.0% |
| Participant deferral / active EE | $2,838 | $2,147+32.2% | $2,958-4.1% | $3,169-10.4% |
| Admin fee / account holder | $403 | $489-17.6% | $5,134-92.1% | $479-15.9% |