Deeper Form 5500 Insights

Form 5500 insights require more than a database or a slick UI. We’ve supplemented public data and analyzed it to draw industry insights on relative financial wellness metrics, employee pay, firm culture, fees, welfare plan details, and much more.

Get an Edge with Unique use cases

Financial Wellness

Relative star ratings on workforce financial fragility, evidence of pay differences, and culture, based on tens of thousands of firms across industries, sizes, and regions, and metro areas.

Targeted Lists*

Example: “Show me all new 5500 signers (the decision-makers new at their roles) with their contact information, for firms with 2-250 employees that are growing faster than peers.”

*Includes form 5500 SF for firms <100.

Retirement Plan Mining

Filter by any reported aspect of retirement plan menu, fees, rankings, other provider relationships. “Show me all firms and key contacts in the Northwest with over 200 employees that offer TDFs and charge over 50 bps.”

Firm Snapshot: Accommodation Industry Example

Macro View

Example: Accommodation, Carrier: UHC and Key Brokers

Macro View: SF Filings (2-100 eligibles)

Example: Machinery Manufacturing in Wisconsin, with headcount growth ranking

5500 SF Filings

Includes census and retirement plan details on nearly 600,000 ERISA plan sponsors with 2-50 eligible employees at the start of the filing year. Available via dashboard or csv file. Bespoke and set for your use cases.

Targeted Lists

We rank and slice any field and enhance with emails for key contacts.

Examples: yoy employee growth, key contacts (signers), metro area, address, industry, sector, plan loan rates, firm match ratings, assets per account, years history, and more…

FAQs

Financial Wellness Rankings Example

Bespoke Analytics

A free 15 min Consultation

Discuss your needs and challenges with a free data consultation. Our data include 600k+ firms, 20 sectors, 90 industries, health insurers, 401k admins, brokers, emails if needed, and more, across CBSAs and states.

We mold to your needs

We adapt our data to your needs and objectives. We use Google Cloud and Looker to put quick and scalable solutions at your fingertips. All with an option for a custom portal and secure login.

One-Time or Ongoing

One-time csv file or a custom portal with a secure login. Costs start at $1,500 with additional fees for a custom portal, and by fields with emails for key contacts.