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 | Finders' fees / placement fees; Recor... | $51,783 |
SYNDICATED CAPITAL INC.4+ years Filed as: SYNDICATED CAPITAL, INC. Service code 16 | Consulting | $36,262 |
Service code 16 · EIN 33-0818667 | Consulting | $5,899 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
SYNDICATED CAPITAL INC.4+ 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 | $89,761 | $79,523+12.9% | $140,016-35.9% | $56,287+59.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.52% | 2.39%-7.9pp | 651.12%-656.6pp | -9.96%+4.4pp |
| Employer contribution / active EE | $4,198 | $3,350+25.3% | $5,606-25.1% | $2,111+98.9% |
| Participant deferral / active EE | $5,940 | $5,129+15.8% | $6,927-14.2% | $3,350+77.3% |
| Admin fee / account holder | $297 | $614-51.6% | $10,705-97.2% | $521-42.9% |