PARALLEL ADVISORS LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-4 YoYRank #1910 of mapped providers
Assets under administration$2.0B0.0%Market share · rank #3062
Fees received$249,807Median $17,545/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 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 PARALLEL ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where PARALLEL ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Investment advisory (plan)Code 26 | 4 | $14,318 | |
Investment management fees paid directly by planCode 51 | 1 | $140,172 |
Competitor overlap
Percent of PARALLEL ADVISORS LLC'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 PARALLEL ADVISORS LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PARALLEL ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHWEST LOUISIANA HOSPITAL ASSOCIATIONLA · 720551963-002 | LINCOLN NATIONAL CORPORATION | $46M |
SILVERADO CONTRACTORS, INC.CA · 943367658-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $19M |
ETICCA · 770274570-001 | JP MORGAN SECURITIES LLC | $15M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FRONTIER AIRLINES, INC.CO · 841256945-003 | $962M | 8,889 | $11,090 | 5y | 1 |
LOGAN HEALTHMT · 810406485-001 | $500M | 5,805 | $140,172 | 2y | 1 |
GORDON REES SCULLY MANSUKHANI, LLPCA · 941617026-001 | $450M | 3,394 | $17,545 | 3y | 2 |
SOUTHWEST LOUISIANA HOSPITAL ASSOCIATIONLA · 720551963-001 | $110M | 3,421 | $75,000 | 2y | 1 |
STAN CLARK COMPANIES, INC.OK · 731422060-001 | $9M | 195 | $6,000 | 3y | 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 (3)
Raw Schedule C names collapsed into PARALLEL ADVISORS LLC.
- PARALLEL ADVISORS
- PARALLEL ADVISORS LLC
- PARALLEL ADVISORS, LLC
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 PARALLEL ADVISORS LLC'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 | 2 | 40.00% | 1.71% | +38.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 80.00% | 1.76% | +78.24 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 PARALLEL ADVISORS LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent