Frequently Asked Questions

What is the 5500 Search?
FBi’s 5500 Search is a tool directed at Service Providers that will enable them to intelligently search the form 5500 data for specific plans or groups of plans meeting one or more criteria.
What is Plan Profile?
FBi's Plan Profile is a unique, on demand report service which provides holistic plan universe data with actionable data around the five important plan attributes noted below.

1) Custom Plan Universe Data by Service Provider, to ensure that the Service Provider data is built around the factors that drive their fees and is representative of the market segment.

2) Investment Line-up Characteristics to allow users to view the scope of investment offerings, active/passive mix and fee ranges.

3) Service Provider Fees and Value to show a range of fees by Service Provider in dollars and basis points plus core services provided.

4) Plan Design to provide Industry specific plan design with impact on plan cost and retirement readiness.

5) Participant Success Measures to show industry specific success measures including impact on retirement readiness.