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 | $5,300 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,198 | $86,655-55.9% | $119,609-68.1% | $66,914-42.9% |
| Participation rate | 96.4% | 75.6%+20.8pp | 79.3%+17.1pp | 69.8%+26.6pp |
| Annual return | 12.46% | -8.00%+20.5pp | -14.97%+27.4pp | 1.58%+10.9pp |
| Employer contribution / active EE | $2,820 | $2,536+11.2% | $4,232-33.4% | $2,544+10.8% |
| Participant deferral / active EE | $3,608 | $4,358-17.2% | $5,602-35.6% | $4,237-14.8% |
| Admin fee / account holder | $21 | $755-97.2% | $10,323-99.8% | $593-96.4% |