Retirement Plan Comparison Chart
Contributions
|
Solo(k) with Fisher Investments |
401(k) with Fisher Investments |
SIMPLE IRA with Fisher Investments |
SEP IRA with Fisher Investments |
|
| Employee Income Limits |
None |
None |
None |
None |
| Annual Contribution Maximum |
$58K1 |
$58K1 |
$13.5K2 |
$58K |
| Incremental Owner Contributions Available |
Yes3 |
Yes3 |
No |
Yes3 |
| Tax-Deferred Contributions |
Pre-tax & Post-tax options |
Pre-tax & Post-tax options |
Pre-tax only |
Pre-tax only |
| Employer Contributions |
Optional |
Optional |
Required |
Required |
| Loans Allowed |
Yes |
Yes |
No |
No |
Plan Management
| Cost |
Low Cost |
Low Cost |
Low Cost |
Low Cost |
| Administration |
Easy to start and maintain |
Easy to start and maintain |
Easy to start and maintain |
Easy to start and maintain |
| Employee Exclusions |
N/A |
Yes4 |
No |
No |