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 TOLEDO3 years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $54,453 |
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 | $95,710 | $49,138+94.8% | $84,015+13.9% | $65,185+46.8% |
| Participation rate | 71.4% | 60.7%+10.7pp | 69.0%+2.4pp | 70.2%+1.2pp |
| Annual return | 24.37% | 23.00%+1.4pp | 71.31%-46.9pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,037 | $914+13.5% | $1,983-47.7% | $2,177-52.4% |
| Participant deferral / active EE | $3,099 | $2,397+29.3% | $3,239-4.3% | $3,514-11.8% |
| Admin fee / account holder | $431 | $543-20.6% | $6,101-92.9% | $847-49.1% |