Pricing for 401k Easy Online

401k Easy Online includes your plan-specific Plan Sponsor Gateway, Plan Participant Gateway, plan-specific documents as well as help, should you need it, with using your online system.

• The only thing you'll ever pay aside from your annual fee (see below) is your initial 401k plan customization and configuration of your online system to that customized plan: The first year you sign up for 401k Easy Online, you'll pay a one-time $995 setup fee that covers professional customization of your 401k plan as well as of your 401k Easy Online Plan Sponsor Gateway and Participant Gateway to that plan.
• Again, the customization fee occurs that first year only. From then all, ALL YOU PAY IS YOUR RELEVANT ANNUAL FEE (see below).

401k Easy Online

$1,695/yr*

$4,545/yr*

$995 first-year-only setup fee*
Unlimited investment choice (both in terms of absolute number as well as type of investments)

EZ401

$2,520/yr
($1800 annual fee + $36/partic. fee)

$5,400/yr
($1800 annual fee + $36/partic. fee)

$401 setup fee
$125/loan
$100/distribution
certain investment fees may apply (in addition to any normal asset-based fees)
Prepackaged investments only

Fidelity e401k

$2,150/yr
($1750 annual fee + $20/partic. fee)

$3,750/yr
($1750 annual fee + $20/partic. fee)

$750 setup fee
$75/loan
$25/distribution
$1000 plan transfer fee (if applicable)
Nondiscrimination testing fee of $0-$1000 (fee contingent upon plan design)
Fidelity Funds investments only

Principal ImpactPlus

$2,300/yr
($1700 annual fee + $30/partic. fee)

$4,700/yr
($1700 annual fee + $30/partic. fee)

$500 setup fee
$40/loan + $8/quarter paid by participant
Principal Funds investments only

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