Filed December 23, 2024 (most recent of 2 filings on file)
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 SUITE 200 5525 GREEN BAY RD · KENOSHA, WI 53144 | Other Services | $4,148 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,636 | $93,182-55.3% | $146,665-71.6% | $79,386-47.6% |
| Participation rate | 96.3% | 76.4%+19.9pp | 80.1%+16.2pp | 70.7%+25.6pp |
| Annual return | 10.20% | 21.61%-11.4pp | 22.74%-12.5pp | 116.85%-106.7pp |
| Employer contribution / active EE | $2,533 | $2,420+4.7% | $4,136-38.8% | $2,427+4.3% |
| Participant deferral / active EE | $2,789 | $4,169-33.1% | $5,506-49.4% | $4,046-31.1% |
| Admin fee / account holder | $18 | $585-96.9% | $10,280-99.8% | $626-97.1% |