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Sure401k Funds

SurePayroll offers a no-stress 401(k) for small businesses of all sizes

Building a top-performing plan is easy with Sure401k™
Under Sure401k's "open architecture" platform, instead of a bundled product containing a single mutual fund company's offerings, an employer can choose from over 350 mutual funds in 15 asset categories offered by a variety of companies, including Vanguard, Fidelity Investments, Dodge & Cox and T. Rowe Price.

Sure401k sifts through approximately 18,000 domestic mutual funds to eliminate those with erratic performance, inexperienced management, or a history of slipping in and out of a style category (ex. when you think you are buying a small-cap growth fund, and it becomes a large-cap value fund after five years). The plan offers funds that have performed in the top quartile of their category for the past one-, three- and five-year periods, and those that have below-category-average expense ratios.

Find out what the experts have to say about retirement planning.





CNNMoney.com
Sure401k's retirement fund offering contains 70% of the funds listed in Money magazines top 70 mutual funds.
> Money 70: The best mutual funds you can buy.




SmartMoney
Sure401k's retirement fund offering contains 46% of the funds listed in SmartMoney magazine's best 35 mutual funds.
> The 35 best mutual funds.




Kiplinger
Sure401k's retirement fund offering contains 40% of the funds listed in Kiplinger magazine's best 25 mutual funds.
> The 25 best mutual funds.





We even offer these funds that are normally closed to new investors:
  • Dodge and Cox Stock
  • Fidelity Contra
  • First Eagle Global
  • T. Rowe Price Mid Value
  • Lord Abbett Small-Cap Value

We also include:

  • Low fee index funds and ETFs
  • Lifestyle retirement funds
  • Complete online access for employers and their employees




Fees SureSolo(k) 401(k)
Plan Establishment $150 $750 for 10 employees or less
($250 discount for Safe Harbor Plans)
Monthly Recordkeeping and Administration $12.50 $83.33
Annual Participant Free Free
Annual Form 5500 Preparation Free Free