Clean filingNew plan
Nonu, Inc.
45-5113894· West Chester, OH· 2024 filing· vs 396 plans your size in your industry
B
0/100
Overall grade
Solid plan with a few things to improve.
A
Fees
estimated
–
Financial Wellness
F
Plan design
A
Compliance
Fees
Estimated · fees not public
We estimate 14 bps all-in for a plan this size, covering AUA, per-employee, and admin costs.
cheaper0th percentilepricier
Financial Wellness
Plan design
The employer contributes through profit sharing rather than a standard match.
Employer contributes via profit sharing
No standard match, but the employer puts money in through profit sharing. Often a flat percentage to everyone, which works like a match for employees.
Automatic enrollment
New hires are enrolled by default. Plans with auto-enroll see much higher participation.
Not safe harbor
The plan has to pass annual IRS nondiscrimination testing, which can cap what owners and higher earners are allowed to contribute.
No brokerage window
Employees can only invest through the plan's core fund menu. A brokerage window opens the wider market for people who want more control.
No Mega Backdoor Roth
High earners are capped at the standard contribution limit. A Mega Backdoor Roth lets them save well past it with after-tax dollars converted to Roth, and it's one of the most-requested features at competitive companies.
Compliance & health
Clean filing. No compliance issues found.
Clean filing
Deposits on time, testing passed, no red flags. The latest filing came back clean.
Compare
How does Nonu, Inc. stack up against another company?
Search a competitor to see the two report cards side by side.
Prefer to use your EIN?
Recordkeeper
Not identified
Key insights
- Strongest area: fees. We estimate 14 bps all-in for a plan this size, covering AUA, per-employee, and admin costs.
- Best place to improve: plan design. The employer contributes through profit sharing rather than a standard match.
Ask about your plan
Grounded in your Form 5500 data
Live
Try asking:
Shift+Enter for new line · Enter to send