Open a Solo 401k Account

Congratulations on your decision to start self-directing your hard-earned money by deciding to open a Self-Directed Solo 401(k). By furnishing us with some important information, you can establish your Solo 401(k) plan conveniently.

Here’s the information that we need to begin the solo 401(k) plan establishment process.

The solo 401k plan documents will be ready for download the same day or within 24 hours.

Step 1

Collect and Provide Information

STEP 2

Make Payment

$425 Setup Fee +$125/Yr = $550 Today

To Pay on-line, CLICK HERE.

For more on pricing, Click here.

Two ways to pay:
1) Pay online by clicking here.
2) Call us at 800.489.7571 to make payment.

STEP 3

Begin investing!

Upon receipt of above information and payment, we will prepare your Solo 401k documents within 24 hours, e-mail them to you and assist you in completing forms and opening bank account(s).

List of Solo 401k | Self-Directed 401k Documents
  • Solo 401(k) Adoption Agreement
  • Solo 401(k)  Trust Agreement
  • Solo 401(k) Plan Document
  • IRS Opinion/Determination Letter 
  • Beneficiary Designation
  • Entity Type Adoption
  • Our Agreement for Services for you to review and accept

Other Forms

  • Solo 401k Participant Loan Forms
  • Transfer/Rollover Forms
  • Bank Guide for opening Solo 401k Checking Account
**Note that you will also be assigned personal Solo 401k Expert for opening Solo 401k and for all future questions and communications.

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