Filed March 29, 2026 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 | $23,834 |
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $7,768 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,126 | $56,485-43.1% | $185,823-82.7% | $86,799-63.0% |
| Participation rate | 87.5% | 65.5%+22.0pp | 81.7%+5.8pp | 72.3%+15.2pp |
| Annual return | 13.73% | 118.04%-104.3pp | 122.05%-108.3pp | 97.91%-84.2pp |
| Employer contribution / active EE | $1,556 | $1,843-15.5% | $5,167-69.9% | $2,405-35.3% |
| Participant deferral / active EE | $2,004 | $2,553-21.5% | $5,568-64.0% | $4,131-51.5% |
| Admin fee / account holder | $81 | $150-46.1% | $16,237-99.5% | $170-52.5% |