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 TOLEDO5 years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $68,845 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,457 | $59,263+94.8% | $96,562+19.6% | $79,386+45.4% |
| Participation rate | 63.9% | 61.9%+2.0pp | 69.8%-5.9pp | 70.7%-6.8pp |
| Annual return | 18.60% | 27.07%-8.5pp | 37.78%-19.2pp | 116.85%-98.2pp |
| Employer contribution / active EE | $822 | $1,216-32.4% | $2,356-65.1% | $2,427-66.1% |
| Participant deferral / active EE | $3,534 | $2,948+19.9% | $3,849-8.2% | $4,046-12.6% |
| Admin fee / account holder | $643 | $658-2.3% | $6,181-89.6% | $626+2.7% |