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 TOLEDO7+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $9,446 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $655,483 | $104,475+527.4% | $159,436+311.1% | $79,386+725.7% |
| Participation rate | 95.5% | 76.6%+18.9pp | 82.8%+12.7pp | 70.7%+24.8pp |
| Annual return | 14.05% | 67.95%-53.9pp | 263.57%-249.5pp | 116.85%-102.8pp |
| Employer contribution / active EE | $11,785 | $3,417+244.9% | $4,829+144.0% | $2,427+385.5% |
| Participant deferral / active EE | $8,274 | $6,467+27.9% | $7,352+12.5% | $4,046+104.5% |
| Admin fee / account holder | $147 | $711-79.4% | $10,799-98.6% | $626-76.6% |