SOLO 401(K) PLAN ANNUAL FEE
Plan Document and Recordkeeping Platform
$899
Plan Restatements and Online Preparation of IRS form 5500-EZ
$0
All Solo 401(k) premium features are included with the plan document fee billed annually.
IRA ANNUAL RECORDKEEPING FEE (Traditional, Roth, SEP, SIMPLE)
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.
IRA TRANSACTION SERVICE FEES
Transaction fees are charged upon submission of form. Your transaction will not be processed unless fee(s) are paid.
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
