MySolo401k | Competition | |
---|---|---|
Setup Fee | $525 | Up to $800 & up |
Annual Fee-Compliance Support | $125 | Up to $200 & up per year |
Flat Fee-no hidden fees | ??? | |
Same Day Solo 401k Setup Documents | ??? | |
Obtain employer identification number (EIN) for the solo 401k | ??? | |
IRS-approved plan including favorable determination letter | ??? | |
Bank Account setup at the Bank of Your Choosing | ??? | |
Free Brokerage Account with checkbook control (e.g. Fidelity, Schwab, TD Ameritrade, etc.) | ??? | |
Prepare Transfer/Rollover forms to ensure proper tax reporting | ??? | |
Prepare required 401k participant loan documents for multiple loans | ??? | |
Computation of Plan Contribution Amounts | ??? | |
Unlimited expert consultation support regarding investment rules (e.g. real estate, notes, precious metals, etc.) | ??? | |
Access to Senior Compliance Team including Harvard Law Attorney & Compliance Officer with 20+ years of industry experience | ??? | |
Annual Plan Compliance Support | ??? | |
Form 5500-EZ preparation | ??? | |
Mandatory Plan Updates & Amendments including required 2020 Required IRS plan update | ??? | |
1099-R Distribution Reporting | ??? | |
1099-R In-Plan Conversion and Voluntary After-Tax Reporting | ??? | |
10+ years experience | ??? | |
8+ years Better Business Bureau (BBB) accreditation | ??? | |
100+ 5-star verified BBB reviews with ZERO complaints | ??? | |
Saturday Hours | ??? | |
Rated as Top Solo 401k Provider by multiple third-party reviewers | ??? | |
Audit & Compliance Guarantee | ??? | |
Monthly Client Only Webinars | ??? | |
Free membership to My Community and link to your own website, and create your own business/expertise page to share with other members. | ??? |
SOLO 401(K)
INVESTMENT PROCEDURES
- Investment Guides
- Real Estate Investment Procedure
- Notes Investment Procedure
- Private Shares Investment Procedure
- Tax Liens Investment Procedure
- Gold Procedure
- Bitcoin/Cryptocurrency
- Coinbase Bitcoin Guide
- Gemini Crypto Guide
- Crowd Funding
- Certificates of Deposit (CDs)
- Solo 401k Investment Forms
- Rehab Bank Lenders
- Non-Recourse Loan
- Tenants-In-Common
COMPLIANCE, Contrib. & Dist.
- Form 5500 EZ FAQs
- Controlled Group
- Plan Asset Rules
- Solo 401k Distributions
- Solo 401k Distribution Triggers
- Hardship Distributions
- Solo 401k In-Kind Distribution
- Solo 401k RMD
- Beneficiary Distributions
- Solo 401k Deadlines
- Solo 401k Do's & Don'ts
- UBIT / UBTI
- Primer on Contributions
- Contribution Types
- 2022 Solo 401k Contributions
- 2023 Solo 401k Contributions
- 2022 Contrib. to IRA & Solo 401k
- 2023 Contrib. to IRA & Solo 401k
- Guides-Contribution and Mega Backdoor
- Recent Regulations
- Prohibited Transactions
- Primer on Prohibited Transactions
- Avoiding Investment Fraud
HOW TO & CHECKBOOK
- Calculate Contribution for Sole Proprietor
- Calculate Contribution for Partnership
- Calculate Contribution for Corporation
- Solo 401k Contribution Calculator
- Claim Solo 401k Contribution Deduction
- RMD Solo 401k Calculator
- Invest in Real Estate
- Real Estate FAQS
- Invest in Notes
- Notes FAQs
- Invest in Life Insurance
- Completing Form W-9
- Form 1040 - Reporting Rollovers to Solo 401k
- 1099-R Rollover Reporting Chart
- The 10% Early Distribution Penalty
- IRS Levy on Solo 401k
- Solo 401k Bankruptcy Protection
- Solo 401k Funding Methods
- Solo 401k Checkbook Control
- Checkbook Fidelity Brokerage Account
- Checkbook Schwab Brokerage Account
- Brokerage vs. Bank Account
- Mega Back Door ROTH Solo 401k
- Solo 401k Vs. Self-Directed IRA
- Compare: SEP, SIMPLE and SOLO
- The Dec. 31 Solo 401k Set up Deadline
- Top 7 Solo 401k Opening Tips
- Adding Spouse to the Plan
- Top Self-Directed 401k Investments
- Top Solo 401k Things to Know
- Recent Solo 401k Regulations
- Checklist-Solo 401k Eligibility
- 3 Years Pat-Time Employee Rule
- Am I self-employed?
SOLO 401K & ROLLOVERS
- Solo 401k Plan
- Late 60 Day Rollover
- SIMPLE IRA Rollover to Solo 401k
- SEP IRA Rollover to Solo 401k
- IRA Rollover/Direct Rollover to Solo 401k
- In-plan Roth Solo 401k Rollover
- Transfer Former Employer 401k to Solo 401k
- Transfer TSP to Solo 401k
- Transfer 403b to Solo 401k
- Transfer 457b to Solo 401k
- Still Working 401k Plan Transfer
- Roth IRA Transfer Restriction