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 | $8,992 |
MORNINGSTAR7 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 | $53,024 | $89,436-40.7% | $164,813-67.8% | $77,643-31.7% |
| Participation rate | 91.8% | 78.6%+13.2pp | 78.6%+13.2pp | 70.6%+21.2pp |
| Annual return | 19.54% | 28.83%-9.3pp | 69.93%-50.4pp | 31.24%-11.7pp |
| Employer contribution / active EE | $3,192 | $2,569+24.3% | $4,341-26.5% | $2,726+17.1% |
| Participant deferral / active EE | $4,300 | $4,897-12.2% | $6,031-28.7% | $4,647-7.5% |
| Admin fee / account holder | $40 | $339-88.3% | $12,690-99.7% | $430-90.8% |