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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.
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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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 39-1915811 5117 GREEN BAY ROAD, STE B · KENOSHA, WI 53144 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,864 | $50,982+21.3% | $154,803-60.0% | $85,563-27.7% |
| Participation rate | 22.6% | 59.8%-37.2pp | 78.1%-55.5pp | 66.0%-43.4pp |
| Annual return | 18.89% | 30.35%-11.5pp | 58.88%-40.0pp | 31.51%-12.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,900 | $2,474-23.2% | $5,540-65.7% | $4,375-56.6% |
| Admin fee / account holder | $61 | $846-92.8% | $14,329-99.6% | $834-92.7% |