CoPilot 401k participant pricing example
The participant pricing examples below are for illustrative purposes only to demonstrate how the asset-based employee fees listed above would translate into deductions from a participant's account.
| $10K Account Balance |
$25K Account Balance |
$50K Account Balance |
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| Recordkeeping | $4.00/mo | Recordkeeping | $4.00/mo | Recordkeeping | $4.00/mo | ||
| Custodial & Trading | $0.58/mo | Custodial & Trading | $1.46/mo | Custodial & Trading | $2.92/mo | ||
| Investment Fiduciary | $2.08/mo | Investment Fiduciary | $5.21/mo | Investment Fiduciary | $10.42/mo | ||
| Total Cost** $6.67/mo |
Total Cost** $10.67/mo |
Total Cost** $17.33/mo |
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** Total cost doesn’t include the investment expenses or any applicable financial advisor service fees. The total cost amount doesn’t represent any specific participant. The actual calculations are determined by an individual's account balance.
Ascensus CoPilot 401(k) Plan Pricing
CoPilot retirement plans are designed for small businesses that want a cost-effective and simple 401(k) solution backed by reliable support.
| Employer Base Fee | $125/month |
| One time costs | |
| Implementation Fee | $500 |
| Employee fees | |
| Monthly Recordkeeping | $4/participant |
| Annual Custodial and Trading* | 0.07% |
| Annual Investment Fiduciary* | 0.25% |
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*Fees are shown in annual terms but are deducted monthly. As of 07/01/2023 |
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