Silicon Valley Accountancy Corp
auditor27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29+5 YoYRank #634 of mapped providers
Assets under administration$7.7B0.0%Market share · rank #1462
Fees received$793,025Median $20,304/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.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 26 | $20,196 | |
Consulting (general)Code 16 | 2 | $84,233 | |
Consulting (pension); Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting feesCode 15 | 1 | $21,222 |
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.
| Sponsor | From | Assets |
|---|---|---|
AVEVA INC.TX · 061136974-001 | Fidelity Investments | $486M |
CHECK POINT SOFTWARE TECHNOLOGIES, INC.CA · 943229135-002 | Fidelity Investments | $285M |
SHARTSIS FRIESE LLPCA · 942288901-009 | Vanguard | $137M |
PFU AMERICA, INC.CA · 770289455-001 | NewFront Retirement Services Inc | $78M |
CLOUDBEES INC.DE · 460524790-001 | Empower | $27M |
NETEASE INFORMATION TECHNOLOGY CORP.CA · 465765555-001 | Decimal, Inc. | $20M |
AIXTRON, INC.CA · 942790804-001 | Prudential Retirement Insurance & Annuity Co. | $15M |
QUAY AUSTRALIACA · 901020612-001 | Empower | $5M |
Plans lost in 2024
Appeared last year under Silicon Valley Accountancy Corp; not this year.
| Sponsor | To | Assets |
|---|---|---|
LYFT, INC.CA · 208809830-001 | Blue & Co LLC | $320M |
WIND RIVER SYSTEMS, INC.CA · 942873391-001 | Fidelity Investments | $270M |
EIS GROUP INC.CA · 262956885-001 | OSAIC Wealth | $21M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TESLA, INC.TX · 912197729-001 | $2.5B | 89,700 | $54,702 | 2y | 2 |
HCL AMERICA INCCA · 770205035-001 | $1.5B | 25,624 | $118,920 | 8y | 2 |
RENESAS ELECTRONICS AMERICA INC.CA · 942669985-003 | $1.4B | 4,384 | $31,898 | 2y | 1 |
AVEVA INC.TX · 061136974-001 | $486M | 2,347 | $41,688 | 1y | 1 |
INDEPENDENT SCHOOL COLLABORATIVENC · 883645602-333 | $449M | 6,694 | $153,065 | 2y | 1 |
CHECK POINT SOFTWARE TECHNOLOGIES, INC.CA · 943229135-002 | $285M | 2,299 | $10,368 | 1y | 1 |
ACER AMERICA CORPORATIONCA · 770027736-001 | $191M | 1,109 | $22,896 | 9y | - |
INFOBLOX, INC.CA · 200062867-001 | $170M | 1,018 | $23,652 | 9y | - |
SHARTSIS FRIESE LLPCA · 942288901-009 | $137M | 144 | $10,800 | 1y | - |
PFU AMERICA, INC.CA · 770289455-001 | $78M | 333 | $15,000 | 1y | 2 |
Flag exposure
93.1%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 (27)
Raw Schedule C names collapsed into Silicon Valley Accountancy Corp.
- INDEPENDENT SCHOOL COLLABORATIVE
- INDEPENDENT SERVICE COMPANY
- INDEPENDIT FINANCCIAL PARTNERS
- INDEPENT FINANCIAL PARTNERS
- INDEX FUND ADVISOR INC.
- INDIANA BENEFITS, INC.
- INDIANA INSTITUTE OF TECHNOLOGY
- 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
- SILLICON VALLEY ACCOUNTANCY
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 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.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 3.45% | 7.76% | -4.31 pp |
| Fidelity bond gap | 1 | 3.45% | 26.94% | -23.49 pp |
| Late contributions | 10 | 34.48% | 1.71% | +32.77 pp |
| Failed to provide benefit | 2 | 6.90% | 0.14% | +6.76 pp |
| Corrective distributions | 16 | 55.17% | 1.76% | +53.41 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 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
Frequent partners by role
Who else shows up on Silicon Valley Accountancy Corp'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 |
|---|---|---|
| Strategic Advisers | 4 | 13.8% |
| NewFront Retirement Services Inc | 3 | 10.3% |
| SageView | 3 | 10.3% |
| Financial Advocates Investment Management | 2 | 6.9% |
| Global Retirement Partners LLC | 2 | 6.9% |
| BankPlus Wealth Management | 1 | 3.5% |
| Flynn Shojinaga & Associates, Inc. | 1 | 3.5% |
| Precept Advisory Group | 1 | 3.5% |
| Redwood Pensions LLC | 1 | 3.5% |
| Silicon Valley Retirement Services | 1 | 3.5% |
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).