SETAWAY LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+4 YoYRank #928 of mapped providers
Assets under administration$301M0.0%Market share · rank #5577
Fees received$142,567Median $3,825/planSum across Schedule C direct + indirect
Net wins YoY+45 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 SETAWAY LLC plan look like?
Service mix · median fees per plan
Count of plans where SETAWAY LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract AdministratorCode 13 | 3 | $8,483 | |
Consulting (general); Direct payment from the plan; Contract Administrator; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Accounting (including auditing)Code 10 | 2 | $7,732 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 2 | $1,046 | |
Other fees; Consulting (general)Code 16 | 2 | $9,015 | |
Other servicesCode 49 | 2 | $16,128 | |
Direct payment from the planCode 50 | 1 | $460 | |
Distribution (12b-1) feesCode 63 | 1 | $250 | |
Consulting feesCode 70 | 1 | $21,298 |
Competitor overlap
Percent of SETAWAY 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 SETAWAY LLC.
| Sponsor | From | Assets |
|---|---|---|
CHAMPLAIN COLLEGE INCORPORATEDVT · 030220266-002 | TIAA | $116M |
INTEGRA BIOSCIENCES CORPNH · 203656984-001 | COMMONWEALTH FINANCIAL NETWORK | $20M |
BETA TECHNOLOGIES, INC.VT · 831276474-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $20M |
COMMUNITY HEALTH CENTERS OF BURLINGTON, INC.VT · 237182584-001 | MORGAN STANLEY SMITH BARNEY | $17M |
LEYTON USA, INC.MA · 611864942-001 | PENTEGRA SERVICES, INC. | $5M |
Plans lost in 2024
Appeared last year under SETAWAY LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
R.K. MILES, INC.VT · 030141661-001 | MORGAN STANLEY SMITH BARNEY | $25M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CHAMPLAIN COLLEGE INCORPORATEDVT · 030220266-002 | $116M | 830 | $14,864 | 1y | - |
RICHARDS, INC.VT · 030215988-002 | $37M | 199 | $28,956 | 3y | - |
ROCKLAND, INC.PA · 591097556-001 | $23M | 544 | $37,638 | 4y | - |
INTEGRA BIOSCIENCES CORPNH · 203656984-001 | $20M | 316 | $516 | 1y | 1 |
BETA TECHNOLOGIES, INC.VT · 831276474-001 | $20M | 760 | $600 | 1y | 2 |
COMMUNITY HEALTH CENTERS OF BURLINGTON, INC.VT · 237182584-001 | $20M | 604 | $3,300 | 2y | - |
CAPITAL CITIES LEASING, INC.NY · 141504271-001 | $18M | 268 | $3,825 | 3y | 1 |
CHAMPLAIN CHOCOLATE COMPANYVT · 030286642-001 | $10M | 140 | $250 | 2y | 1 |
CARE VENTURES, INC.MD · 522323856-001 | $10M | 427 | $8,150 | 4y | - |
FHC, INC.ME · 010430884-002 | $8M | 147 | $460 | 5y | - |
Flag exposure
86.7%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 (5)
Raw Schedule C names collapsed into SETAWAY LLC.
- SETAWAY
- SETAWAY LLC
- SETAWAY SOLUTIONS LLC
- SETAWAY, LLC
- SETAWAY, 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 SETAWAY 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 | 1 | 6.67% | 7.76% | -1.10 pp |
| Fidelity bond gap | 1 | 6.67% | 26.94% | -20.27 pp |
| Late contributions | 5 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 6.67% | 1.76% | +4.91 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 SETAWAY 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