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Basic Capital
2 critical issuesTerminating

Neptune Merger Sub I Llc/neptune Merger Sub Ii LLC

85-3324939· New York, NY· Fidelity· 2025 filing· vs 249 plans your size in your industry
F
0/100
Overall grade

Falling behind on most measures.

F
Fees
estimated
–
Financial Wellness
A
Plan design
F
Compliance
Fees
Estimated · fees not public

We estimate 110 bps all-in for a plan this size, covering AUA, per-employee, and admin costs.

F
cheaper100th percentilepricier
Financial Wellness
n/a
Plan design

Well-designed. Has the features that matter most.

A
Employer match
The plan matches employee contributions, the single strongest driver of participation and savings.
Profit sharing
The employer also makes profit-sharing contributions on top of the match.
Automatic enrollment
New hires are enrolled by default. Plans with auto-enroll see much higher participation.
Safe harbor
Guaranteed employer contributions exempt the plan from annual IRS testing, so owners and higher earners can contribute the full limit.
Default investment (QDIA)
Employees who never pick investments land in a sensible default, usually a target-date fund, instead of cash.
Brokerage window
Employees can invest beyond the core fund menu through a self-directed brokerage account.
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

2 critical issues on the latest filing. These need attention.

F
Late employee deposits
Employee 401(k) deposits didn't reach the plan on time. The DOL treats this as a prohibited transaction, and it's one of the most common audit triggers. It needs a formal correction, not just a late deposit.
Plan filing final return, in-market for rollover/replacement
Flagged on the latest filing. Worth a closer look with your provider.
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Key insights

  • Strongest area: plan design. Well-designed. Has the features that matter most.
  • Best place to improve: compliance & health. 2 critical issues on the latest filing. These need attention.
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