Filed March 29, 2026 (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 Service code 15 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Recordkeeping | $21,124 |
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $9,820 |
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 | $35,086 | $62,928-44.2% | $172,739-79.7% | $67,579-48.1% |
| Participation rate | 80.5% | 64.5%+16.1pp | 82.6%-2.1pp | 71.3%+9.3pp |
| Annual return | 21.55% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,583 | $1,636-3.2% | $5,143-69.2% | $2,148-26.3% |
| Participant deferral / active EE | $1,902 | $2,145-11.3% | $5,198-63.4% | $3,539-46.3% |
| Admin fee / account holder | $78 | $167-53.3% | $13,954-99.4% | $142-45.4% |