Searching plans
The /plans page is a command palette over every retirement plan in the dataset. You can find a plan three ways: type a sponsor name or EIN into the search box, click a preset chip, or drill in with the faceted filters on the left rail. Every choice you make is reflected in the URL, so a link is a shareable saved search.
The search box
The search pill at the top of the page accepts a sponsor name, a plan name, or an EIN. The rules:
- If the query is nine digits or more, the search treats it as an EIN and matches exactly against
sponsor_ein. Hyphens are ignored.910425694and91-0425694both work. - If the query is shorter, the search runs a case-insensitive prefix match across sponsor and plan names.
boeiwill match Boeing, Boeing Employee Association, and anything else beginning with those characters. - Multiple words are AND-ed.
acme 401only matches names containing both tokens.
If your term returns no results, the filter rail may be narrowing the search. Clear the state or plan-size filters and try again.
Preset chips
Above the results table, a row of chips applies the most common filters in one click. Each chip toggles on and off.
| Chip | Filter applied | When to use |
|---|---|---|
| $10M+ assets | assets_min = 10,000,000 | Mid-market cut for most advisory conversations. |
| $10M - $50M | assets_min = 10M, assets_max = 50M | Small-market sweet spot for recordkeeper targeting. |
| $100M+ | assets_min = 100,000,000 | Large plans only. Higher fiduciary scrutiny. |
| High fees (>1%) | exp_pct_min = 1.0 | Plans paying more than 1% of assets in admin expenses. |
| Shrinking (<0%) | growth_max = 0 | Plans that lost assets year over year. Succession or rollover signal. |
| Low participation | part_rate_max = 60 | Plans with below-60% eligible participation. Campaign fodder. |
| Any red flag | flag_any = 1 | Plans with any deterministic compliance flag tripped. |
Filter facets
The left rail groups every filter into eight panels. Within a panel, multi-value selections OR together; across panels, filters AND together. Empty equals no filter.
| Panel | What it narrows |
|---|---|
| Size | Assets and participants, bucketed to advisor segmentation. |
| Location | State, city, ZIP plus radius. |
| Plan type | Subtype, lifecycle, sponsor structure, tax class. |
| Industry | NAICS sector, two-digit. |
| Prospect flags | 16 flags, plus plan policy and auditor opinion. |
| Features | Plan-design booleans (404(c), QDIA, auto-enroll, ...). |
| Performance | Admin fee %, YoY asset growth, participation rate. |
| Providers | Stub today. Provider-role filtering on the roadmap. |
Sorting and pagination
The results table sorts by total assets (largest first) by default. Click a column header to resort. Sort options:
- Assets (descending, default)
- Total participants
- Active employees
- Sponsor name (A-Z)
- Asset growth percent (year over year)
- Admin expense percent
- Peer-rank percentile
Pagination is offset-based: 25 rows per page. Jump pages with the pager at the bottom of the table. The limit and offset URL params accept overrides if you need more rows in one response.
Saved searches and URL sharing
Every control writes its state back into the URL, so the address bar is the saved search. Copy the link, paste it in an email, bookmark it - the recipient lands on the same results table.
Example:
/plans?state=NH,VT,ME &assets_min=10000000&assets_max=50000000 &naics2=52&features=2F,2H &flags=flag_fidelity_bond
That URL reads: small-to-mid-market plans in northern New England finance-and-insurance industry, with ERISA 404(c) and participant-directed investments, where the fidelity bond flag tripped. The default sort (assets descending) is dropped from the URL.