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 Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $54,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,037 | $54,573+110.8% | $90,951+26.5% | $73,488+56.5% |
| Participation rate | 66.7% | 61.2%+5.5pp | 69.0%-2.3pp | 70.7%-4.0pp |
| Annual return | 16.31% | 16.69%-0.4pp | 134.60%-118.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,097 | $991+10.7% | $2,122-48.3% | $2,270-51.7% |
| Participant deferral / active EE | $2,984 | $2,517+18.6% | $3,373-11.5% | $3,740-20.2% |
| Admin fee / account holder | $476 | $521-8.7% | $5,959-92.0% | $513-7.2% |