Read what each application covers and what to gather before you begin. When you are ready, the secure application opens on this site, inside the Survival 401K pages. Nothing you type is collected on this page.
Solo 401(k) Plan
Our lead offer: a self-directed Solo 401(k) plan-document package for owner-only businesses with self-employment or 1099 income.
Setup starting at $1,200 one time, plus $200 per year for ongoing support.
What to have ready
Legal business name, entity type and EIN (or plans to obtain one)
Business start date and how the business earns income
Whether anyone other than you and a spouse works in the business
Formation and organising documents for an operating, holding or investment company - on its own, or as part of a coordinated structure. This is also the application used when an S-election is being discussed for a 1099 professional.
Standard business LLC: $795 service fee plus the applicable home-state filing fee. Lean S-Corp Optimizer $995 plus state filing fees; Wyoming anonymous LLC $995 plus the $100 Wyoming filing fee.
An LLC owned by your self-directed IRA, documented and coordinated with your custodian so the account can hold assets directly under checkbook control.
$1,295 service fee. Custodian, state filing and bank charges are separate.
Each application is presented within Survival 401K and is submitted over an encrypted connection to the Survival 401K secure application system. This informational site does not collect or store application data.
How the application process works
1You review the service and confirm the structure that fits your facts.
2You open the secure application and complete it there.
3We review the submission and confirm the scope and the published fee in writing.
4We prepare the documents and schedule your implementation session.
Prices shown are published Survival 401K service fees. State and government filing fees, registered-agent renewals, custodian, bank, payroll, legal, CPA, investment and lender charges are separate where applicable, and government fees can change.
Sensitive information
Do not send Social Security numbers, EINs, account numbers or copies of identification by email or through website forms. Provide that information only inside the secure application, or during a scheduled session. This informational site does not collect or store application data.
Establishing a plan does not by itself create eligibility. Ownership of other businesses, employees and the nature of your income can all affect whether an owner-only plan is appropriate. We review the facts with you before documents are issued.
Questions before you apply? Call 833-224-5517 or contact us.
Not sure which application applies to you?
A short call is usually enough to confirm the structure, the scope and the cost before you complete anything.
