Providers
Charles Schwab & Co., Inc.
schwab.com
SOLO 401(k) OVERVIEW | |
---|---|
Total Solo 401(k) PLANS | 76,705 |
Total Solo 401(k) assets (in $millions) | $12.9B |
Total Solo 401(k) participants | 76,705 |
SEP IRA OVERVIEW | |
---|---|
Total SEP IRA PLANS | 355,423 |
Total SEP IRA assets (in $millions) | $69.7B |
Total SEP IRA accounts | 355,423 |
SEP IRA PLAN DOCUMENT TYPES ACCEPTED | |
---|---|
IRS form 5305 (with designated firm) | No |
Prototype document (either yours or the IRA custodian's) | Yes |
Other (please specify): | No |
SEP IRA PLANS BY PARTICIPANT COUNT | |
---|---|
<5 participants | NR |
5 - 10 participants | NR |
>10 participants | NR |
SIMPLE IRA OVERVIEW | |
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Total SIMPLE IRA PLANS | 74,776 |
Total SIMPLE IRA assets (in $millions) | $13.4B |
Total SIMPLE IRA accounts | 371,337 |
SIMPLE IRA PLAN DOCUMENT TYPES ACCEPTED | |
---|---|
IRS form 5304 | No |
IRS form 5305 (with designated firm) | No |
Prototype document (either yours or the IRA custodian's) | Yes |
Other (please specify): | No |
SIMPLE IRA PLANS BY PARTICIPANT COUNT | |
---|---|
<5 participants | NR |
5 - 10 participants | NR |
>10 participants | NR |
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 | Yes |
ACCOUNT FEES | |
---|---|
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) | No |
NR = Not Reported | N/A = Not Applicable |
Investment options and fees may vary by product. Contact provider for more information. |