ELLIOTT GROUP CPAS, PLLC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2405 of mapped providers
Assets under administration$60M0.0%Market share · rank #7975
Fees received$80,000Median $17,000/planSum across Schedule C direct + indirect
Net wins YoY+13 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 ELLIOTT GROUP CPAS, PLLC plan look like?
Service mix · median fees per plan
Count of plans where ELLIOTT GROUP CPAS, PLLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 3 | $19,000 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting fees; Consulting (pension)Code 15 | 1 | $6,500 |
Competitor overlap
Percent of ELLIOTT GROUP CPAS, PLLC'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 ELLIOTT GROUP CPAS, PLLC.
| Sponsor | From | Assets |
|---|---|---|
AUTISM SOCIETY OF NORTH CAROLINA, INC.NC · 237087887-001 | CAPFINANCIAL PARTNERS LLC | $9M |
AJT HOLDING LLCNC · 463266428-001 | ADP BROKER-DEALER | $605,405 |
CHARLOTTE PRIME LLCNC · 202273702-001 | PRINCIPAL LIFE INSURANCE COMPANY | $319,489 |
Plans lost in 2024
Appeared last year under ELLIOTT GROUP CPAS, PLLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SPRINGS GLOBAL US, INC.SC · 203707005-006 | $51M | 614 | $19,000 | 3y | - |
AUTISM SOCIETY OF NORTH CAROLINA, INC.NC · 237087887-001 | $9M | 796 | $15,000 | 1y | - |
AJT HOLDING LLCNC · 463266428-001 | $605,405 | 240 | $6,500 | 1y | 1 |
DELTA APPAREL, INC.DE · 582508794-001 | $0 | 0 | $39,500 | 1y | 1 |
Flag exposure
100.0%Market: 89.2%
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 (6)
Raw Schedule C names collapsed into ELLIOTT GROUP CPAS, PLLC.
- ELLIOTT GROUP CPA LLC
- ELLIOTT GROUP CPA'S PLLC
- ELLIOTT GROUP CPA'S, PLLC
- ELLIOTT GROUP CPAS PLLC
- ELLIOTT GROUP CPAS PPLC
- ELLIOTT GROUP CPAS, PLLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 ELLIOTT GROUP CPAS, PLLC'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 | 1 | 25.00% | 7.76% | +17.24 pp |
| Fidelity bond gap | 1 | 25.00% | 26.94% | -1.94 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 | 0 | 0.00% | 1.76% | -1.76 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 ELLIOTT GROUP CPAS, PLLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent