Filed January 19, 1995
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 |
|---|---|---|
SYNDICATED CAPITAL INC.1+ years Filed as: SYNDICATED CAPITAL, INC. Service code 16 | Consulting | $30,021 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $25,454 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
SYNDICATED CAPITAL INC.1+ years Service code 16 1299 OCEAN AVE. · SANTA MONICA, CA 90401 | Consulting | $0 |
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 | $90,962 | $70,667+28.7% | $123,104-26.1% | $52,331+73.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -0.74% | 6.23%-7.0pp | 13.22%-14.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $4,654 | $2,946+58.0% | $5,151-9.6% | $1,882+147.3% |
| Participant deferral / active EE | $6,136 | $4,493+36.6% | $6,230-1.5% | $3,022+103.0% |
| Admin fee / account holder | $162 | $506-68.0% | $9,015-98.2% | $592-72.6% |