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.
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.
Book a pipeline review
Thirty minutes on the plans you want and where they are. You leave with a count of matching plans in one state.
- Built for plan advisors and TPAs
- Messaging approved by your compliance contact
- Month to month
- A FrontPipe company