Retirement plan

EMPLOYEE BENEFIT PLAN OF TREA SENIOR CITIZENS LEAGUE, INC.

Name: TREA SENIOR CITIZENS LEAGUE, INC. - EMPLOYEE BENEFIT PLAN OF TREA SENIOR CITIZENS LEAGUE, INC. (2020) Form 5500
Creator: TREA SENIOR CITIZENS LEAGUE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF TREA SENIOR CITIZENS LEAGUE, INC., TREA SENIOR CITIZENS LEAGUE, INC.

TREA SENIOR CITIZENS LEAGUE, INC.EIN 84-1295705Plan #001PY 2020

1800 DIAGONAL RD STE 600 - ALEXANDRIA, VA 223142840703-548-5568

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$480K

+15.8% from 2019

Total participants

0.0% from 2019

Average account balance

$120,052

+15.8% from 2019

Annual return

11.88%

-8.57 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$605K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$202K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.33%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$120,052

$100,938+18.9%

$90,461+32.7%

$158,982-24.5%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

11.88%

1727.20%-1715.3pp

1294.76%-1282.9pp

302.99%-291.1pp

Employer contribution / active EE

$3,433

$3,691-7.0%

$3,264+5.2%

$4,763-27.9%

Participant deferral / active EE

$4,629

$4,350+6.4%

$3,964+16.8%

$5,983-22.6%

Admin fee / account holder

$6,510-100.0%

$5,617-100.0%

$11,252-100.0%

EMPLOYEE BENEFIT PLAN OF TREA SENIOR CITIZENS LEAGUE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE BENEFIT PLAN OF TREA SENIOR CITIZENS LEAGUE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion