Solo 401(k) Setup
- KKOS IRS pre-approved Solo 401(k) plan documents
- Adoption Agreement and plan EIN
- Comprehensive Solo 401(k) operating binder
- Attorney guidance on establishing your plan
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
Special pricing on Solo 401(k) services, available October 12 through October 26, 2026.
Regularly $1,595
- Everything in the Full Service plan
- Expanded attorney consultation on plan design
- Coordination with your existing entity and tax structure
Regularly $995
- IRS pre-approved plan documents and Adoption Agreement
- Plan EIN and operating binder
- Up to one hour with a KKOS attorney
Regularly $995
- Restate an existing Solo 401(k) onto KKOS plan documents
- Updated Adoption Agreement
- Review of current plan compliance
The Deliverables
Up to 1 Hour With an Attorney
Review plan qualification, contributions, conversions, plan documents, and self-directed investing questions.
Up to 1 hour of attorney consultation.
Establish Your Solo 401(k)
Receive the KKOS plan documents tailored to your sponsoring business.
Solo 401(k) Plan Documents and Adoption Agreement.
Obtain the Plan EIN
Establish the retirement plan's federal tax identification number.
Solo 401(k) Plan EIN.
Organize the Plan Documents
Keep the important plan records and forms together.
Comprehensive Solo 401(k) Binder.
Know How to Operate the Plan
Receive instructions and commonly used forms for ongoing plan activity.
Operating instructions and common Solo 401(k) forms.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.