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SOLO 401(k) OVERVIEW
Total Solo 401(k) PLANS286
Total Solo 401(k) assets (in $millions)$71.5MM
Total Solo 401(k) participants326
SEP IRA OVERVIEW
Total SEP IRA PLANSN/A
Total SEP IRA assets (in $millions)N/A
Total SEP IRA accountsN/A
SEP IRA PLAN DOCUMENT TYPES ACCEPTED
IRS form 5305 (with designated firm)N/A
Prototype document (either yours or the IRA custodian's)N/A
Other (please specify):N/A
SEP IRA PLANS BY PARTICIPANT COUNT
<5 participantsN/A
5 - 10 participantsN/A
>10 participantsN/A
SIMPLE IRA OVERVIEW
Total SIMPLE IRA PLANSN/A
Total SIMPLE IRA assets (in $millions)N/A
Total SIMPLE IRA accountsN/A
SIMPLE IRA PLAN DOCUMENT TYPES ACCEPTED
IRS form 5304N/A
IRS form 5305 (with designated firm)N/A
Prototype document (either yours or the IRA custodian's)N/A
Other (please specify):N/A
SIMPLE IRA PLANS BY PARTICIPANT COUNT
<5 participantsN/A
5 - 10 participantsN/A
>10 participantsN/A
AVAILABLE INVESTMENT OPTIONS
Proprietary or affiliated mutual fundsNR*
Other non-proprietary or affiliated mutual funds (via a fund clearing house)NR*
Proprietary or affiliated ETFsNR*
Other non-proprietary or affiliated ETFs (via a clearing house)NR*
Individual shares of domestic stock/securitiesNR*
Individual shares of international stock/securitiesNR*
Individual Bonds or Certificates of Deposit (outside of mutual funds)NR*
OtherNR*
ACCOUNT FEES
Plan setup feeNo#
Annual (or other periodic) plan administrative / processing feeNo
Custodial account fee or other periodic individual account charge (annual, monthly etc)No
Asset based partcipant fees (other than fund operating expenses)No
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.
*Visit getretirementright.com/products-services/investments for additional information on Mutual of Omaha's investment lineup options
#One-time set up fee may apply when no rollover assets are present.

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