One company name. One plan scorecard.
5500 Scorecard reads the annual Form 5500 a plan files with the Department of Labor and turns it into a one-page benchmark an advisor can put in front of a plan sponsor.
From a filing to a first conversation
- 01
Search
Enter the employer's name. The tool finds the plan's most recent public filing.
- 02
Read
It pulls plan assets, participant counts, contributions and the service providers reported.
- 03
Benchmark
Those figures are compared with plans of similar size and industry.
- 04
Share
You get a one-page scorecard with the filing year and data limits stated on the page.
Walk in knowing the plan
A plan sponsor has heard the general pitch before. What they have not seen is their own plan set beside others of the same size.
The scorecard does that on one page, and states plainly how old the data is.
On every scorecard
- Plan assets and participant counts
- Contribution levels per participant
- Service providers named in the filing
- Comparison with similar plans
- Filing year and data limits
Public data, plainly labelled
Filings can be more than a year old, and small plans report less detail. Every scorecard shows the filing year and what could not be measured.
A scorecard is a conversation starter. It is not investment advice or a fiduciary opinion.
Before you ask
Where does the data come from?
From Form 5500 filings published by the Department of Labor. No private data is used.
How current is it?
Filings describe a plan year that has ended, so the data can be more than a year old. The filing year is shown on every scorecard.
Does it cover small plans?
Yes, with less detail. Small plans file a shorter form, and the scorecard says what was not reported.
When can we use it?
5500 Scorecard is in development. Join the early-access list and we will contact you when places open.
Get 5500 Scorecard first
We will open early access to a small group of advisors and TPAs before public launch. Tell us about your practice and we will be in touch.
- Built for advisors and TPAs
- Public filings only
- Early access is limited
- A 401kPipe product