Company State Intelligence

Signals derived from Form 5500 Artifacts

CompanyPrimary TriggerGrowthComplexity
Datadog
datadoghq.com
Architectural Scale (3D)18%High
Snowflake
snowflake.com
Participation Outcomes (2S/2T)22%Standard
Cloudflare
cloudflare.com
Participation Outcomes (2S/2T)14%Standard
Zscaler
zscaler.com
Architectural Scale (3D)25%High
HashiCorp
hashicorp.com
Architectural Scale (3D)12%High

Tactical Playbook

The Opener

"I noticed you've built participation defaults into the plan (auto-enroll + default investment). Curious—was that driven by specific participation targets, or a broader push to improve retirement outcomes?"

Discovery Questions
  • What is your target participation rate vs where it stalls today?
  • Do you measure 'successful outcomes' (deferral rates) or just plan access?
  • Where do employees drop off—eligibility tracking or investment selection?
The Offer / Next Step:
Offer 20-min 'Participation Engineering Review' + Benchmark Checklist.
Verifiable Evidence
• Filing indicates code 2J
• Filing indicates code 2S
• Filing indicates code 2T
• Filing indicates code 3D