Jellyvision Lab, Inc.
other17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3624 of mapped providers
Assets under administration$60.7B0.1%Market share · rank #255
Fees received$195,329Median $40,100/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Jellyvision Lab, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Jellyvision Lab, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general)Code 16 | 2 | $77,615 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $40,100 |
Competitor overlap
Percent of Jellyvision Lab, Inc.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Jellyvision Lab, Inc..
| Sponsor | From | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | PwC | $60.4B |
PUMA NORTH AMERICA, INC.MA · 043280787-001 | Royal Alliance Associates Inc. | $130M |
Plans lost in 2024
Appeared last year under Jellyvision Lab, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BEACON HEALTH SYSTEM, INC.IN · 453864076-003 | Transamerica | $603M |
BEACON HEALTH SYSTEM, INC.IN · 453864076-004 | Charles Schwab | $54M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $146,887 | 3y | - |
SUPERIOR PLUS ENERGY SERVICES, INC.NY · 160736353-002 | $186M | 3,259 | $40,100 | 4y | - |
PUMA NORTH AMERICA, INC.MA · 043280787-001 | $130M | 3,224 | $8,342 | 1y | 1 |
Flag exposure
66.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (17)
Raw Schedule C names collapsed into Jellyvision Lab, Inc..
- DEI HOLDINGS
- DEIGHAN ASSOCIATES, INC.
- DEIGHAN ASSOCIATES,INC
- DEJOY & CO. CPAS, LLP
- DEJOY KNAUF & BLOOD, LLP
- DEJOY KNAUF AND BLOOD LLP
- DEJOY, KNAUF & BLOOD LLP
- JELLYVISION
- JELLYVISION LAB
- JELLYVISION LAB INC
- JELLYVISION LAB INC.
- JELLYVISION LAB, INC.
- JELLYVISIONS LAB, INC
- JELLYVISIONS LAB, INC.
- THE JELLYVISION LAB
- THE JELLYVISION LAB, INC
- THE JELLYVISION LAB, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Jellyvision Lab, Inc.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 33.33% | 1.76% | +31.57 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Jellyvision Lab, Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Jellyvision Lab, Inc.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Barings | 1 | 33.3% |
| Bridgewater Advisors Inc | 1 | 33.3% |
| Dodge & Cox | 1 | 33.3% |
| Edelman Financial Engines | 1 | 33.3% |
| Loomis Sayles | 1 | 33.3% |
| Mackay Shields LLC | 1 | 33.3% |
| Mercer | 1 | 33.3% |
| Morningstar Investment Management | 1 | 33.3% |
| Neuberger Berman | 1 | 33.3% |
| PIMCO | 1 | 33.3% |