SOVOS COMPLIANCE, LLC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+1 YoYRank #1238 of mapped providers
Assets under administration$36.6B0.0%Market share · rank #399
Fees received$492,673Median $29,478/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 SOVOS COMPLIANCE, LLC plan look like?
Service mix · median fees per plan
Count of plans where SOVOS COMPLIANCE, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 7 | $12,386 | |
Direct payment from the plan; Consulting (general)Code 16 | 4 | $21,652 |
Competitor overlap
Percent of SOVOS COMPLIANCE, 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 SOVOS COMPLIANCE, LLC.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | EBERTS & HARRISON | $20.4B |
JOINT PENSION COMM OF THE EES SEC FUND OF THE ELEC PROD INDNY · 136100907-001 | AMERICAN REALTY ADVISORS | $155M |
Plans lost in 2024
Appeared last year under SOVOS COMPLIANCE, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | KELLY PRESS INC | $15.8B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $77,429 | 4y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $29,478 | 4y | - |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | $3.8B | 71,051 | $84,542 | 9y | 1 |
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRYNY · 136123600-003 | $2.2B | 40,310 | $13,825 | 4y | - |
ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAMMD · 260181656-001 | $2.0B | 7,789 | $9,635 | 2y | - |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | $1.9B | 184,550 | $131,889 | 9y | - |
BOARD OF TRUSTEES - LEGACY PLAN OF THE UNITE HERE RETIREMENT FUNDNY · 820994119-001 | $609M | 87,313 | $73,601 | 7y | - |
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUNDNY · 820994119-002 | $450M | 72,394 | $12,386 | 5y | - |
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-002 | $162M | 45,017 | $4,811 | 5y | - |
JOINT PENSION COMM OF THE EES SEC FUND OF THE ELEC PROD INDNY · 136100907-001 | $155M | 6,883 | $8,298 | 1y | - |
Flag exposure
90.9%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 (6)
Raw Schedule C names collapsed into SOVOS COMPLIANCE, LLC.
- SOVO COMPLIANCE LLC
- SOVO COMPLIANCE, LLC
- SOVOS
- SOVOS COMPLIANCE
- SOVOS COMPLIANCE LLC
- SOVOS COMPLIANCE, 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 SOVOS COMPLIANCE, 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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 1 | 9.09% | 0.14% | +8.95 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 SOVOS COMPLIANCE, 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