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 | $14,938 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $420,447 | $80,753+420.7% | $136,294+208.5% | $62,292+575.0% |
| Participation rate | 99.1% | 73.5%+25.6pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 16.32% | 35.83%-19.5pp | 5155.94%-5139.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $10,378 | $2,884+259.9% | $4,695+121.0% | $2,042+408.2% |
| Participant deferral / active EE | $6,807 | $5,164+31.8% | $6,247+9.0% | $3,169+114.8% |
| Admin fee / account holder | $102 | $525-80.7% | $9,243-98.9% | $479-78.8% |