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Updated over 8 years ago on . Most recent reply

User Stats

38
Posts
9
Votes
Julie L.
  • Investor
  • Everett, WA
9
Votes |
38
Posts

Where is your solo 401K and what are the associated fees

Julie L.
  • Investor
  • Everett, WA
Posted

I've started the conversation about opening a solo 401K with some professionals.  I've been quoted by one finance guy who is local.  I've been told the level of service quoted is for full setup of a business structure, new plan documents, and IRS determination letter, in order to utilize checkbook control. 

I'm curious about what others are paying for the service of setting up a 401K and what level of service is provided for that fee. 

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