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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $35,800 |
SYNDICATED CAPITAL INC.3+ years Filed as: SYNDICATED CAPITAL, INC. Service code 16 | Consulting | $34,136 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
SYNDICATED CAPITAL INC.3+ years Service code 16 1299 OCEAN AVE. · SANTA MONICA, CA 90401 | Consulting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,566 | $89,739+5.4% | $149,718-36.8% | $62,292+51.8% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.80% | 21.01%-4.2pp | 1501.63%-1484.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $3,869 | $3,233+19.7% | $5,445-29.0% | $2,042+89.4% |
| Participant deferral / active EE | $5,629 | $4,797+17.3% | $6,569-14.3% | $3,169+77.6% |
| Admin fee / account holder | $187 | $551-66.0% | $11,283-98.3% | $479-60.9% |