Redundant Filters Found in the WC Search Menu Article

Geographic, date range, data filters, company metrics, activity and quick find are found in the WC Search Menu article.

Active Participants

Size criterion based on number of participants

Plan Features 

Type of plan (401k, 403b, etc) and features of the plan (ESOP, profit sharing, etc)

Assets

Size criterion based on total assets in the plan. Uses end of year (Net) assets

Commission

Revenue criterion based on the commission paid to providers

Bond Ratio %

The bond ratio is a calculated field. ERISA requires a bond equaling 10% or more of plan assets at the beginning of the year. 

Providers

Target businesses based on their broker and service providers

Accountant

Identify businesses your referral networks already do business with

Fund Family

When employers are required to file their investment fund portfolio, the fund, fund family and interest is reported. This field lets you target businesses based on the fund family(s) in their portfolio.