PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. SILICON VALLEY ACCOUNTANCY CORP
All providers

SILICON VALLEY ACCOUNTANCY CORP

21 known aliases resolved via the canonical alias map

Market position · 2024

Plans served28+5 YoYRank #570 of mapped providers
Assets under administration$7.2B0.0%Market share · rank #1487
Fees received$639,960Median $20,196/planSum across Schedule C direct + indirect
Net wins YoY+58 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 SILICON VALLEY ACCOUNTANCY CORP plan look like?
Service mix · median fees per plan
Count of plans where SILICON VALLEY ACCOUNTANCY CORP ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Other fees; Accounting (including auditing)Code 10
26$20,196
Direct payment from the plan; Recordkeeping fees; Consulting fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15
1$21,222
Consulting (general)Code 16
1$15,400
Competitor overlap
Percent of SILICON VALLEY ACCOUNTANCY CORP'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 SILICON VALLEY ACCOUNTANCY CORP.
SponsorFromAssets
AVEVA INC.TX · 061136974-001
FIDELITY INVESTMENTS INSTITUTIONAL$486M
CHECK POINT SOFTWARE TECHNOLOGIES, INC.CA · 943229135-002
FIDELITY INVESTMENTS INSTITUTIONAL$285M
SHARTSIS FRIESE LLPCA · 942288901-009
THE VANGUARD GROUP, INC.$137M
PFU AMERICA, INC.CA · 770289455-001
NEWFRONT RETIREMENT SERVICES INC$78M
CLOUDBEES INC.DE · 460524790-001
GREAT-WEST LIFE & ANNUITY INSURANCE$27M
NETEASE INFORMATION TECHNOLOGY CORP.CA · 465765555-001
DECIMAL, INC.$20M
AIXTRON, INC.CA · 942790804-001
PRUDENTIAL RETIREMENT INSURANCE AND$15M
QUAY AUSTRALIACA · 901020612-001
GREAT-WEST LIFE & ANNUITY INSURANCE$5M
Plans lost in 2024
Appeared last year under SILICON VALLEY ACCOUNTANCY CORP; not this year.
SponsorToAssets
LYFT, INC.CA · 208809830-001
BLUE CHIP RETIREMENT PLANS, INC.$320M
WIND RIVER SYSTEMS, INC.CA · 942873391-001
FIDELITY INVESTMENTS INSTITUTIONAL$270M
EIS GROUP INC.CA · 262956885-001
OSAIC WEALTH INC$21M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
TESLA, INC.TX · 912197729-001
$2.5B89,700$54,7022y2
HCL AMERICA INCCA · 770205035-001
$1.5B25,624$118,9208y2
RENESAS ELECTRONICS AMERICA INC.CA · 942669985-003
$1.4B4,384$31,8982y1
AVEVA INC.TX · 061136974-001
$486M2,347$41,6881y1
CHECK POINT SOFTWARE TECHNOLOGIES, INC.CA · 943229135-002
$285M2,299$10,3681y1
ACER AMERICA CORPORATIONCA · 770027736-001
$191M1,109$22,8969y-
INFOBLOX, INC.CA · 200062867-001
$170M1,018$23,6529y-
SHARTSIS FRIESE LLPCA · 942288901-009
$137M144$10,8001y-
PFU AMERICA, INC.CA · 770289455-001
$78M333$15,0001y2
KIPP BAY AREA SCHOOLSCA · 205010766-001
$67M1,495$19,30510y1
Flag exposure
92.9%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 (21)
Raw Schedule C names collapsed into SILICON VALLEY ACCOUNTANCY CORP.
  • SILICON VALLEY ACCCOUNTANCY CORP.
  • SILICON VALLEY ACCOU
  • SILICON VALLEY ACCOUNTAN
  • SILICON VALLEY ACCOUNTANCY
  • SILICON VALLEY ACCOUNTANCY COR
  • SILICON VALLEY ACCOUNTANCY CORP
  • SILICON VALLEY ACCOUNTANCY CORP.
  • SILICON VALLEY ACCOUNTANCY CORP.,
  • SILICON VALLEY ACCOUNTANCY CORPORA
  • SILICON VALLEY ACCOUNTANCY CORPORAT
  • SILICON VALLEY ACCOUNTANY
  • SILICON VALLEY ACCOUTANCY
  • SILICON VALLEY ACCOUTANCY CORP
  • SILICON VALLEY ACCOUTANCY CORPORATI
  • SILICON VALLEY ACCT
  • SILICON VALLEY ACCTNT
  • SILICON VALLEY ACOUNTANCY CORP
  • SILICON VALLEY CORPORATION
  • SILLICON VALLEY ACCOUNTANCY
  • SILLICON VALLEY ACCOUNTANCY CORP
  • SILLICON VALLEY ACCOUNTANCY CORP.
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 SILICON VALLEY ACCOUNTANCY CORP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated13.57%7.76%-4.19 pp
Fidelity bond gap13.57%26.94%-23.37 pp
Late contributions932.14%1.71%+30.43 pp
Failed to provide benefit27.14%0.14%+7.00 pp
Corrective distributions1657.14%1.76%+55.38 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with SILICON VALLEY ACCOUNTANCY CORP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica