We offer self-directed low cost Solo 401k (or Individual 401k) Plans and also now offer Solo ROTH 401k plans with:

• Vanguard

• Ameritrade

• Schwab

• Fidelity

• TD Waterhouse Institutional Services

• T. Rowe Price

• You can also choose just about any mutual fund company, fund supermarket, brokerage house or custodian you wish, to serve as the custodian of the assets in your 401k plan. Call us at 800-474-3826.

All of our Solo 401k and Individual plans have:

• $0 setup fee
• $0 annual minimum maintenance fee
• $0 for a spouse to join
• $0 for plan tax returns
• $0 loan setup fee (you can take up to 2 loans at any one time)
• $0 annual loan maintenance
• 1/4th of one percent (.25%) annual administrative fee.
• 24/7 online access to view, and make changes to your account.
• The ability to contribute automatically and electronically on a regular and recurring basis.

No hidden fees

• We receive $0 in sub-transfer agency fees

• We receive $0 in 12(b)(1) fees

• We receive $0 in placement fees (i.e. marketing fees, finders fees etc.).

Apply for any of our Solo 401k and Individual 401k Plans over the phone by calling 800-474-3826.

Apply for any of our Solo 401k or Individual 401k or ROTH 401k Plans online or over the phone by calling 800-474-3826 or click here to have a Solo 401k or Individual 401k setup kit emailed to emailed to you or download the necessary forms below, complete them and return them to our office.

If you want to have a ROTH 401k account, you will need to fill out the brokerage account application twice, the only difference being the name of the plan. On one application, the name of  your plan is the "John Doe [Solo] 401k Plan" and on the other application, the name of  your plan is the "John Doe [Solo] ROTH 401k Plan". (The word "Solo" is optional). You only need to fill out one administrative services agreement.

Vanguard

• Vanguard Retirement Investment Program Application- Pooled (For 1 participant plans)
  Vanguard Retirement Investment Program Application- FBO (For 2 or more participants)
• Administrative services agreement
• Inquiry access only form
• IRS W-9 Form
• Vanguard Brokerage Services account application
• Direct Rollover Form

Ameritrade

• Ameritrade Solo 401k account application
• Ameritrade Solo 401k administrative services agreement
• Letter of Instruction
• IRS W-9 Form

• Ameritrade direct rollover form

All Plans

• Beneficiary Designation
• IRS W-9 Form

Important: You must mail all the completed forms to 401k Administrators at 1205 Prospect St. Ste 400, La Jolla, CA 92037 and not to the respective custodians. We need to establish your 401k plan documents and trust adoption agreement so you may participate in these 401k plans. These custodians do not offer this Solo 401k directly. You must go through 401kBrokers to get our Solo 401k setup with these custodians.

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