Filed June 8, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 49 | Other Services | $5,644 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC AGENCY, INC. Service code 55 | Other Commissions | $11 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC AGENCY INC. Service code 55 · EIN 06-1375177 2300 WINDY RIDGE PKWY SE STE 1100 · ATLANTA, GA 30339 | Other Commissions | $0 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 71-0294708 5525 GREEN BAY ROAD, SUITE 200 · KENOSHA, WI 53144 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,902 | $56,423+22.1% | $77,163-10.7% | $71,457-3.6% |
| Participation rate | 68.4% | 64.3%+4.1pp | 69.6%-1.2pp | 67.9%+0.5pp |
| Annual return | 14.73% | 19.05%-4.3pp | 37.87%-23.1pp | 28.85%-14.1pp |
| Employer contribution / active EE | $3,001 | $1,866+60.8% | $2,535+18.4% | $2,588+16.0% |
| Participant deferral / active EE | $4,751 | $3,142+51.2% | $3,833+23.9% | $4,289+10.8% |
| Admin fee / account holder | $113 | $1,429-92.1% | $5,472-97.9% | $1,587-92.9% |