* ShareBuilder 401k plan expenses range from 22% to 69%
less than the industry average at various data points from a $50K plan
with 6 participants to a $100M plan with 2,000 participants based on
401(k) Averages Book 2021
Data and Custom Benchmarking report prepared for ShareBuilder
Advisors. Cost comparisons are based on plan assets and number of
participants and reflect core on‐going 401(k) plan expenses that a
company and/or its employees can expect to incur as a percentage of
assets with most any 401(k) plan. This includes administration,
recordkeeping, tax filing prep documents, plan testing, fund expense
ratios, and other investment costs passed on to every participant to
service the plan. It does not include unique employee-initiated
transactions such as loans, distributions or employer transactions
such as plan amendments. ShareBuilder 401K pricing is based off of
standard pricing rates for our typical Safe Harbor 401(k) plan design.
This claim is not applicable to solo 401(k) plans.
**You must purchase a ShareBuilder 401(k) Plan by December 22nd, 2022 to
receive your free setup discount offer. Enter promotion code WINTER22S to
receive your discount. Only one offer applies per customer. You understand
that if there is a promotional offer applied to the plan pricing, the pricing
may not reflect the full promotional value if this would result in a credit
(pricing does not go below $0). Monthly administration typically applies, and
asset management costs do apply to all plan purchases.
1 High-quality Funds: The ShareBuilder Advisors Investment
Committee conducts an annual review of the Exchange-Traded Funds
offered as ShareBuilder 401k investment options. The review includes
multiple variables including length of time since inception, asset
level, historic performance over one to ten years, expense ratios, and
how the funds compare to their respective benchmark index. Each fund
is monitored and changes are made to the fund lineup as needed to
align the investment options to the Investment Committee’s investment
policy.
