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 B 5117 GREEN BAY RD · KENOSHA, WI 53144 | Other Services | $6,292 |
MORNINGSTAR6 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 | $46,073 | $91,372-49.6% | $129,995-64.6% | $74,419-38.1% |
| Participation rate | 99.0% | 77.8%+21.2pp | 78.5%+20.5pp | 70.7%+28.3pp |
| Annual return | 30.19% | 23.21%+7.0pp | -137.18%+167.4pp | 34.38%-4.2pp |
| Employer contribution / active EE | $3,033 | $2,563+18.3% | $4,320-29.8% | $2,637+15.0% |
| Participant deferral / active EE | $3,770 | $4,721-20.1% | $5,820-35.2% | $4,528-16.7% |
| Admin fee / account holder | $27 | $283-90.5% | $10,614-99.7% | $348-92.3% |