The report
What the scorecard contains
One page built for a first conversation with a plan sponsor.
Section by section
Four parts
- 01
Plan snapshot
Assets, participants and contributions for the latest filed plan year.
- 02
Participation
Active participants against eligible employees, where the filing reports both.
- 03
Providers
The service providers listed and, for larger plans, the compensation reported.
- 04
Peer comparison
How the plan sits against others of similar size and industry, with the comparison group defined.
Limits
What it cannot tell you
Anything that happened after the filed plan year, including provider changes.
Whether a plan's investments or fees are appropriate. That takes a full review by a qualified professional.
Early access
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