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 Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $62,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,981 | $42,548+69.2% | $74,550-3.4% | $56,287+27.9% |
| Participation rate | 74.8% | 60.5%+14.3pp | 69.1%+5.7pp | 69.9%+4.9pp |
| Annual return | -3.97% | 12.40%-16.4pp | 32.53%-36.5pp | -9.96%+6.0pp |
| Employer contribution / active EE | $832 | $855-2.7% | $1,961-57.6% | $2,111-60.6% |
| Participant deferral / active EE | $3,065 | $2,277+34.6% | $3,108-1.4% | $3,350-8.5% |
| Admin fee / account holder | $566 | $467+21.3% | $5,060-88.8% | $521+8.7% |