Retirement plan

BROWN DOG CARRIERS, LLC 401(K) PLAN

Name: BROWN DOG CARRIERS, LLC - BROWN DOG CARRIERS, LLC 401(K) PLAN (2022) Form 5500
Creator: BROWN DOG CARRIERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWN DOG CARRIERS, LLC 401(K) PLAN, BROWN DOG CARRIERS, LLC

BROWN DOG CARRIERS, LLCEIN 82-1713112Plan #001PY 2022

432 ELM STREET, SUITE A - BIDDEFORD, ME 04005207-294-2075browndogcarriers.comLinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$500K

+30.9% from 2021

Total participants

+31.6% from 2021

Average account balance

$21,732

+8.1% from 2021

Annual return

-4.60%

-74.72 pp from 2021

Benchmarks

See 8,687 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,687 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$950K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

73.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$217K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5138

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 codes2F2G2J2T3D

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.
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.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$435

$22 / participant

Other / not subdivided$435100.0%

% of EOY assets

0.087%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$21,732

$82,314-73.6%

$68,808-68.4%

$134,532-83.8%

Participation rate

90.0%

75.1%+14.9pp

69.0%+21.0pp

81.2%+8.8pp

Annual return

-4.60%

-2.18%-2.4pp

-6.37%+1.8pp

418.27%-422.9pp

Employer contribution / active EE

$21

$3,301-99.4%

$2,656-99.2%

$4,741-99.6%

Participant deferral / active EE

$6,758

$4,740+42.6%

$3,942+71.4%

$6,401+5.6%

Admin fee / account holder

$19

$6,484-99.7%

$4,936-99.6%

$11,429-99.8%

BROWN DOG CARRIERS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWN DOG CARRIERS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion