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Maximum Deductible Contributions for
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Our Solo 401k plan has:
- $0 setup fee
- $0 minimum annual maintenance fee
- $0 for a spouse to join
- $0 for plan tax returns
- $0 loan setup fee
- $0 annual loan maintenance
- 1/4th of one percent (.25%) annual administrative fee.
We receive zero ($0) in sub-transfer agency fees, zero ($0) in 12(b)(1) fees, and zero ($0) in placement fees (i.e. marketing fees, finders fees etc.).
Brokerage services provided by TD AMERITRADE, Inc., member FINRA/SIPC/NFA. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
401kbrokers.com is a third-party provider in the TD Ameritrade Institutional Affinity Services Program.
TD Ameritrade Institutional and 401kbrokers.com are separate and unaffiliated firms, and are not responsible for each other’s services or policies.
Access to Affinity Services Program vendors is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. These services are offered at a discount directly through the participating vendors. Participating vendors are independent and are not employees or agents of TD Ameritrade Institutional. TD Ameritrade Institutional does not guarantee nor are they responsible for the quality or accuracy of any vendor's product or service. In no instance should the listing of a vendor be construed as a recommendation or endorsement by TD Ameritrade Institutional. Furthermore, TD Ameritrade Institutional does not recommend or endorse any security described by any vendor.
All applications for our Solo 401k plans are now handled online at our secure and encrypted 401k Management Reporting System (MRS401k.com)
Call 800-474-3826 with any questions.
Invest in:
- Equities
- Options
- Mutual funds
- Exchange Traded Funds
- U.S. Treasury Securities
- Corporate Bonds
- Municipal Bonds
- U.S. Government Agency Bonds
- Mortgage-backed securities
- Certificates of Deposit (CDs)
Market volatility, volume and system availability may delay account access and trade executions.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade Institutional review and approval. Please read Characteristics and Risks of Standardized Options (http://www.optionsclearing.com/about/publications/character-risks.jsp) before investing in options.
If you are rolling money into your new Solo 401k plan from another qualified retirement plan (IRA, 401k, SEP-IRA etc.), you will also need to contact your existing plan administrator or asset custodian for a direct rollover form.