Filed April 12, 2007
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 Service code 15 · EIN 39-1915811 5525 GREEN BAY RD SUITE 200 · KENOSHA, WI 53144 | Recordkeeping | $3,168 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 6504 BRIDGE POINT PARKWAY SUITE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,030 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 6350 C ST SW · CEDAR RAPIDS, IA 52404 | Recordkeeping | $974 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL SERVICES Service code 22 · EIN 92-2834236 75 STATE STREET 22ND FLOOR · BOSTON, MA 02109 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,566 | $65,376-33.4% | $87,100-50.0% | $65,185-33.2% |
| Participation rate | 64.5% | 75.3%-10.8pp | 76.9%-12.3pp | 70.2%-5.7pp |
| Annual return | 20.66% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $913 | $1,822-49.9% | $2,521-63.8% | $2,177-58.1% |
| Participant deferral / active EE | $2,327 | $3,388-31.3% | $4,049-42.5% | $3,514-33.8% |
| Admin fee / account holder | $21 | $520-95.9% | $7,497-99.7% | $847-97.5% |