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 TOLEDO4 years Service code 21 1630 TIMBERWOLF DR. · HOLLAND, OH 43528 | Bank Trustee | $72,867 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $178,431 | $136,307+30.9% | $177,821+0.3% | $73,488+142.8% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.7%+10.8pp | 70.7%+27.9pp |
| Annual return | 5.75% | 18.68%-12.9pp | 48.32%-42.6pp | 28.51%-22.8pp |
| Employer contribution / active EE | $5,720 | $3,712+54.1% | $5,918-3.4% | $2,270+152.0% |
| Participant deferral / active EE | $4,342 | $5,829-25.5% | $7,714-43.7% | $3,740+16.1% |
| Admin fee / account holder | $419 | $596-29.7% | $12,427-96.6% | $513-18.4% |