Seven Simple Machines
other3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3705 of mapped providers
Assets under administration$11.3B0.0%Market share · rank #1098
Fees received$410,026Median $172,722/planSum across Schedule C direct + indirect
Net wins YoY+01 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 Seven Simple Machines plan look like?
Service mix · median fees per plan
Count of plans where Seven Simple Machines ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general)Code 16 | 3 | $172,722 |
Competitor overlap
Percent of Seven Simple Machines'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 Seven Simple Machines.
| Sponsor | From | Assets |
|---|---|---|
SWEDISH HEALTH SERVICESWA · 910433740-016 | Fidelity Investments | $293M |
Plans lost in 2024
Appeared last year under Seven Simple Machines; not this year.
| Sponsor | To | Assets |
|---|---|---|
PROVIDENCE HEALTH & SERVICESWA · 510216586-010 | ACCLARO VALUATION ADVISORS | $8.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PROVIDENCE HEALTH & SERVICESWA · 510216586-002 | $6.5B | 60,228 | $230,574 | 10y | - |
ST.JOSEPH HEALTH SYSTEMWA · 953589356-004 | $4.5B | 42,076 | $172,722 | 7y | 2 |
SWEDISH HEALTH SERVICESWA · 910433740-016 | $293M | 2,147 | $6,730 | 6y | - |
Flag exposure
100.0%Market: 89.1%
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 Seven Simple Machines.
- SEVEN SIMPLE MACHINE
- SEVEN SIMPLE MACHINES
- SEVEN SIMPLE MACHINES INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Seven Simple Machines'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 Seven Simple Machines. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Seven Simple Machines's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Milliman | 3 | 100.0% |
| Strategic Advisers | 3 | 100.0% |