RAMSEY SOLUTIONS
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3469 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3707
Fees received$28,077Median $7,455/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 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 RAMSEY SOLUTIONS plan look like?
Service mix · median fees per plan
Count of plans where RAMSEY SOLUTIONS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general); Direct payment from the planCode 16 | 1 | $5,745 | |
Direct payment from the plan; Investment advisory (plan); Investment advisory (participants)Code 26 | 1 | $7,455 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $14,877 |
Competitor overlap
Percent of RAMSEY SOLUTIONS'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 RAMSEY SOLUTIONS.
| Sponsor | From | Assets |
|---|---|---|
FLOWSERVE CORPORATIONTX · 310267900-008 | AON CONSULTING | $1.2B |
REDLINE EQUIPMENT CO.OH · 340968868-002 | THE LAMPO GROUP, INC. | $9M |
Plans lost in 2024
Appeared last year under RAMSEY SOLUTIONS; not this year.
| Sponsor | To | Assets |
|---|---|---|
SCP DISTRIBUTORS, LLCLA · 363926337-001 | T ROWE PRICE RPS INC | $393M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FLOWSERVE CORPORATIONTX · 310267900-008 | $1.2B | 6,458 | $14,877 | 3y | 1 |
MUTUAL OF ENUMCLAW INSURANCE COMPANYWA · 910217580-002 | $92M | 523 | $5,745 | 4y | - |
REDLINE EQUIPMENT CO.OH · 340968868-002 | $9M | 231 | $7,455 | 1y | 1 |
Flag exposure
66.7%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 (2)
Raw Schedule C names collapsed into RAMSEY SOLUTIONS.
- RAMSEY FINANCIAL WELLNESS
- RAMSEY SOLUTIONS
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 RAMSEY SOLUTIONS'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 | 1 | 33.33% | 1.71% | +31.62 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 RAMSEY SOLUTIONS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent