JELLYVISION LAB, INC.
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #3901 of mapped providers
Assets under administration$60.5B0.1%Market share · rank #245
Fees received$155,229Median $77,615/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 |
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 | PRICEWATERHOUSECOOPERS LLP | $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 RETIREMENT SOLUTIONS | $603M |
BEACON HEALTH SYSTEM, INC.IN · 453864076-004 | CHARLES SCHWAB & CO., INC. | $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 | - |
PUMA NORTH AMERICA, INC.MA · 043280787-001 | $130M | 3,224 | $8,342 | 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 (11)
Raw Schedule C names collapsed into JELLYVISION LAB, INC..
- JELLYVISION
- JELLYVISION LAB
- JELLYVISION LAB INC
- JELLYVISION LAB INC.
- JELLYVISION LAB, INC.
- JELLYVISIONS LAB, INC
- JELLYVISIONS LAB, INC.
- THE JELLVISION LAB
- 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 /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 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 | 50.00% | 1.76% | +48.24 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