Providers
Fidelity Investments
fidelity.com/smallbusiness
SOLO 401(k) OVERVIEW | |
---|---|
Total Solo 401(k) PLANS | 94,760 |
Total Solo 401(k) assets (in $millions) | $17.8B |
Total Solo 401(k) participants | 94,760 |
SEP IRA OVERVIEW | |
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Total SEP IRA PLANS | 638,000 |
Total SEP IRA assets (in $millions) | $151B |
Total SEP IRA accounts | 638,000 |
SEP IRA PLAN DOCUMENT TYPES ACCEPTED | |
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IRS form 5305 (with designated firm) | NR |
Prototype document (either yours or the IRA custodian's) | NR |
Other (please specify): | NR |
SEP IRA PLANS BY PARTICIPANT COUNT | |
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<5 participants | NR |
5 - 10 participants | NR |
>10 participants | NR |
SIMPLE IRA OVERVIEW | |
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Total SIMPLE IRA PLANS | 96,883 |
Total SIMPLE IRA assets (in $millions) | $21.5B |
Total SIMPLE IRA accounts | 357,000 |
SIMPLE IRA PLAN DOCUMENT TYPES ACCEPTED | |
---|---|
IRS form 5304 | NR |
IRS form 5305 (with designated firm) | NR |
Prototype document (either yours or the IRA custodian's) | NR |
Other (please specify): | NR |
SIMPLE IRA PLANS BY PARTICIPANT COUNT | |
---|---|
<5 participants | 81% |
5 - 10 participants | 11% |
>10 participants | 8% |
AVAILABLE INVESTMENT OPTIONS | |
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Proprietary or affiliated mutual funds | Yes |
Other non-proprietary or affiliated mutual funds (via a fund clearing house) | Yes |
Proprietary or affiliated ETFs | Yes |
Other non-proprietary or affiliated ETFs (via a clearing house) | Yes |
Individual shares of domestic stock/securities | Yes |
Individual shares of international stock/securities | Yes |
Individual Bonds or Certificates of Deposit (outside of mutual funds) | Yes |
Other | No |
ACCOUNT FEES | |
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Plan setup fee | No |
Annual (or other periodic) plan administrative / processing fee | No |
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) | Yes |
NR = Not Reported | N/A = Not Applicable |
Investment options and fees may vary by product. Contact provider for more information. |