Solo 401k Order Page


Solo 401(k) Establishment Service* Includes:

  • Adoption Agreement
  • Basic Plan Document
  • EGTRRA Amendment
  • Summary Plan Description
  • Trust Agreement
  • Appointment of Trustee
  • Action by Board of Directors
  • Beneficiary Designation
  • Loan Procedure
  • Loan Documentation
  • Employer Identification Number (EIN) obtained from the IRS for your Solo 401k Trust
  • IRS Determination letter stating that this is a Prototype Plan that meets the requirements of a qualified plan
  • Transfer Request Forms for incoming funds transfers

Annual Compliance Service Includes:

  • Unlimited client support
  • Assistance with filing of tax forms 5500-EZ and 1099-R (when required)
  • Maintenance of Plan Documents to ensure IRS-compliance
  • Provide Transfer Forms and Assistance with Rollover/Transfer
  • Interim Plan Amendments as required by the IRS
  • Turnkey Process for Solo 401k Bank Account
  • Investment, Contributions, Distribution & other forms
  • Loan Documentation & Loan Procedures
  • Calculation of Annual Contribution Amounts
  • GUST, EGTRRA & PPA Documents
  • State of the art client web portal
  • Establishment Fee – $600;
  • Annual Fee – $200 (starting 2nd year)

*Subject to Solo 401k Terms & Conditions

Click button below to submit  Solo 401(k) Establishment payment and start the process of creating your IRS-compliant Qualified Retirement Plan.