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At a Glance

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Invesco Solo
401(k)®		 SEP
IRA		 SIMPLE
IRA		 Age-
Weighted		 New
Comp.		 Super Comp. Safe Harbor
401(k)		 Profit
Sharing
Plan		 401(k)
KEY FEATURES
Cannot maintain any other plans     check            
Minimal paperwork & reporting   check check            
Full-service recordkeeping recommended check     check check check check check check
Loans check     check check check check check check
Mandatory employer contributions     check     check check    
Contributions can vary with cash flow check check   check check     check  
Pretax salary deferral contributions check   check     check check   check
WHO CAN ESTABLISH
The self-employed1, partnerships, S-corporations, C-corporations and nonprofit groups check check check check check check check check check
Governmental agencies   check check check check     check  
ANNUAL EMPLOYER CONTRIBUTIONS
Total employer contribution to the plan cannot exceed 25% of total eligible pay. Each participant's contribution cannot exceed lesser of 100% of pay or $50,000 in 2012, $51,000 in 2013.2 check     check check check check check check
Required match or profit sharing contribution     check     check check    
EMPLOYEE PRETAX CONTRIBUTIONS
2012 (under age 50) $17,000   $11,500     $17,000 $17,000   $17,000
2012 (age 50 & older) $22,500   $14,000     $22,500 $22,500   $22,500
2013 (under age 50) $17,500   $12,000     $17,500 $17,500   $17,500
2013 (age 50 & older) $23,000   $14,500     $22,500 $23,000   $23,000
ANNUAL FEES
$15 per participant, drafted automatically check check check            

1If self-employed, compensation is earned income.

2Annual compensation limit: $250,000 in 2012 and $255,000 in 2013. Calculations of maximum total plan contributions and participant limits are complex and require knowledge of IRS regulations. Consult your tax advisor.

This information does not constitute tax advice. Please consult your tax advisor about your particular situation.

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NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE

Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. For this and more complete information about the fund(s), investors should ask their advisers for a prospectus/summary prospectus.

All data provided by Invesco unless otherwise noted.

Invesco Distributors, Inc. is the US distributor for Invesco Ltd.'s retail products. It is a wholly owned, indirect subsidiary of Invesco Ltd.

Invesco Distributors, Inc.

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