Retirement plan

STREET SMART FINANCIAL LLC ROTH 401(K) PLAN

Name: STREET SMART FINANCIAL LLC - STREET SMART FINANCIAL LLC ROTH 401(K) PLAN (2022) Form 5500
Creator: STREET SMART FINANCIAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STREET SMART FINANCIAL LLC ROTH 401(K) PLAN, STREET SMART FINANCIAL LLC

STREET SMART FINANCIAL LLCEIN 36-4623219Plan #003PY 2022

4 MILITIA DRIVE STE 16 - LEXINGTON, MA 024214705781-860-7678streetsmartfinancial.comLinkedIn1-10 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$861K

-2.3% from 2021

Total participants

0.0% from 2021

Average account balance

No prior year

Annual return

-13.31%

-28.55 pp from 2021

Benchmarks

See 35,205 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort35,205 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$679K

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

0 years with headcount on file

Eligible Participants and Participation

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

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

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

+16.95%

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 codes2J

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

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

$167,533-100.0%

$151,645-100.0%

$134,545-100.0%

Participation rate

0.0%

88.4%-88.4pp

87.5%-87.5pp

81.2%-81.2pp

Annual return

-13.31%

7.81%-21.1pp

3.34%-16.7pp

418.37%-431.7pp

Employer contribution / active EE

$16,107

$6,828+135.9%

$6,165+161.3%

$4,742+239.7%

Participant deferral / active EE

$32,500

$8,985+261.7%

$8,363+288.6%

$6,401+407.7%

Admin fee / account holder

$13,781-100.0%

$11,614-100.0%

$11,431-100.0%

STREET SMART FINANCIAL LLC ROTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STREET SMART FINANCIAL LLC ROTH 401(K) PLAN

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