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Updated over 5 years ago on . Most recent reply

User Stats

24
Posts
4
Votes
David S.
  • Accountant
  • New York, NY
4
Votes |
24
Posts

Any experience with mysolo401k.net ???

David S.
  • Accountant
  • New York, NY
Posted

Hi,

I am looking to move IRA money into a Solo 401K with checkbook control. For now most of the funds will go into real estate partnersips but eventually I may move some into direct real estate.

Does anyone have any direct experience with mysolo401k.net? Their fees seem to be the most reasonable of all. $595 setup and $125 annual. Would be great to hear of people's experiences both positive and negative.

Thanks!

Most Popular Reply

User Stats

100
Posts
30
Votes
Chris D.
  • Lender
  • Baltimore, MD
30
Votes |
100
Posts
Chris D.
  • Lender
  • Baltimore, MD
Replied

I used mysolo401K to set up my plan. I have been extremely impressed with them. They have been easy to work with and have always answered my questions promptly, provided ongoing service (after I set up the plan) and helped me to get an EIN for my trust. They walked me through what to tell the bank when setting up an account, etc. Based on my experience, I highly recommend them as the quality and level of service I have received has been excellent! 

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