Providers

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SOLO 401(k) OVERVIEW
Total Solo 401(k) PLANSN/A
Total Solo 401(k) assets (in $millions)N/A
Total Solo 401(k) participantsN/A
SEP IRA OVERVIEW
Total SEP IRA PLANS2,185
Total SEP IRA assets (in $millions)$20MM
Total SEP IRA accounts2,466
SEP IRA PLAN DOCUMENT TYPES ACCEPTED
IRS form 5305 (with designated firm)Yes
Prototype document (either yours or the IRA custodian's)No
Other (please specify):No
SEP IRA PLANS BY PARTICIPANT COUNT
<5 participants>99%
5 - 10 participants<1%
>10 participants<1%
SIMPLE IRA OVERVIEW
Total SIMPLE IRA PLANS41,704
Total SIMPLE IRA assets (in $millions)$1.49B
Total SIMPLE IRA accounts154,665
SIMPLE IRA PLAN DOCUMENT TYPES ACCEPTED
IRS form 5304No
IRS form 5305 (with designated firm)Yes
Prototype document (either yours or the IRA custodian's)Yes
Other (please specify):No
SIMPLE IRA PLANS BY PARTICIPANT COUNT
<5 participants94%
5 - 10 participants4%
>10 participants2%
AVAILABLE INVESTMENT OPTIONS
Proprietary or affiliated mutual fundsNo
Other non-proprietary or affiliated mutual funds (via a fund clearing house)Yes
Proprietary or affiliated ETFsNo
Other non-proprietary or affiliated ETFs (via a clearing house)No
Individual shares of domestic stock/securitiesNo
Individual shares of international stock/securitiesNo
Individual Bonds or Certificates of Deposit (outside of mutual funds)No
OtherNo
ACCOUNT FEES
Plan setup feeNo
Annual (or other periodic) plan administrative / processing feeYes
Custodial account fee or other periodic individual account charge (annual, monthly etc)Yes
Asset based partcipant fees (other than fund operating expenses)Yes
Commissions, Trading, or execution fees (individual account level)No
NR = Not Reported | N/A = Not Applicable
Investment options and fees may vary by product. Contact provider for more information.

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