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Pricing

Self Directed Checkbook 401k Plans for the Self Employed

PRICE LIST

Solo 401k plan documents

$575

Custom 401k plan and trust documents including IRS determination letter

Electronic document deliveryDocuments are emailed to you

$0

Included in setup fee

Physical document deliveryDocuments are printed and shipped to you in a binder

$50

Optional add on if you'd like a hard copy

Solo 401k annual maintenanceFlat fee annual maintenance

$100/year

Includes all updates to keep your plan IRS-compliant (billed annually)

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