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. (2021) 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 2021

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$574K

+19.5% from 2020

Total participants

0.0% from 2020

Average account balance

$143,437

+19.5% from 2020

Annual return

15.93%

+4.06 pp from 2020

Benchmarks

See 37,642 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,642 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$704K

Not enough data

1 years with asset history on file

Average account balance

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

$235K

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

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.52%

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

$143,437

$109,863+30.6%

$98,477+45.7%

$167,518-14.4%

Participation rate

100.0%

75.8%+24.2pp

73.3%+26.7pp

82.1%+17.9pp

Annual return

15.93%

1958.09%-1942.2pp

1493.59%-1477.7pp

478.71%-462.8pp

Employer contribution / active EE

$3,625

$3,225+12.4%

$2,961+22.4%

$4,838-25.1%

Participant deferral / active EE

$4,884

$4,673+4.5%

$4,276+14.2%

$6,342-23.0%

Admin fee / account holder

$6,755-100.0%

$5,951-100.0%

$12,312-100.0%

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