SOLO 401(K) PLAN FEE
Annual Plan Document and Recordkeeping Platform
$899
Transaction Fees (Purchase, Sale, etc.)
$0
Plan Restatements and Online Preparation of IRS form 5500-EZ
$0
All Solo 401(k) premium features are included with the plan document fee.
IRA FEES (Traditional, Roth, SEP, SIMPLE)
Transaction fees are charged upon submission of form. Your transaction will not be processed unless fee(s) are paid.
Minimum Recordkeeping Fee* (fee includes your cash account and one asset)
$199
Additional Asset (per year)
$75
The Annual Fee is billed semi-annually. Examples: An account with one asset: $99.50 semi-annually / An account with two assets: $137.00 semi-annually.
Account Establishment One-Time Fee
$100
Partial Transfer Out*
$25 per transfer
Full Termination*
$250
Purchase, Sale or Exchange of Non-Real Estate Asset (per asset)
$50
Purchase, Sale, or Exchange of Real Estate Asset (includes earnest money and non-recourse loan if applicable)
$175
ACH Transfers: Incoming or Outgoing
$0
Wire Transfers: Incoming and Outgoing (per item)
$30
Checks (includes all check requests)
$10
Overnight Delivery via FedEx
$30
Cashier’s or Other Official Bank Check
$30
Special Services (e.g., research of closed assets or accounts, legal research, special handling of transaction)
$100 per hour
Returned Items of Any Kind and Stop Payments
$30 per item
Reprocessing of Incomplete Documents (5498 and 1099R)
$100 per item
Notary Service (per document)
$15
Re-Registration of Assets: Outgoing* and In-Kind Distributions*
$100 per item
Conversion of Existing Assets
$50 per asset
