PRICING
Single(k) Pricing
The fees you pay for your Single(k) include everything you will need to keep your retirement plan legal and in compliance with the IRS.
Our prices are:
- Setup fee: FREE
- Annual fee: $185 per year
- Annual fee for a secondary applicant (spouse or business partner): $25 per year
- Loan fees (origination and annual maintenance) (optional): $90 per loan
- IRS Form 5500 preparation & filing fee (optional): $175
The services we provide include:
- Maintaining qualified plan documents
- Amendments as required to keep up with tax law changes
- Documents that are GUST and EGTRRA-compliant
- Access to the brokerage firm of your choice
The brokerage account of your choice
Whether you choose your own brokerage or Charles Schwab & Co., Inc.’s brokerage account, you will have access to almost every stock, bond or mutual fund available.
Normal custodial (if applicable) and trading fees will apply for stocks, bonds and some mutual funds and are paid directly through your brokerage or your account at Charles Schwab & Co., Inc., depending on your trading activity.
The fees we charge
We do not charge any asset-based fees or any hidden fees on your Single(k) account. We are a fee-for-service provider and our services are not based on commission.