• 228, Spring Rd, Suite 1, Malvern PA 19355
  • Free Consult888.398.7206
  • Mon - Fri: 8:00AM - 6:00PM
Solo 401(k) Installation Fee
Pricing

$399.95

One Time


  • Signature ready adoption agreement
  • IRS pre-approved prototype basic plan document
  • Individual Salary Reduction Agreement
  • Loan Forms & Amortization Schedules (additional fee may apply)
  • Distribution Forms
Annual Maintenance Fee
Pricing

$199.95

Annual Fee


  • Online Library for maintaining required documentation
  • Online client contact center
  • Individual Salary Reduction Agreement
  • All legal amendments required by the IRS or congress
  • Explanation of plan provisions
  • Online customer service support for Q&A
  • Annual Compliance Support

For accounts over $250,000

Pricing

Per Filling