SMArt Solo(k) Services for a full-scope Qualified Retirement 401(k) Plan, for the solo-business owner include:

• All standard 401(k) features but packaged and affordable for the solo business owners (no W-2
  employees, except a spouse).
• No compliance testing required.
• No 5500 Forms to file (until assets reach $250,000, and then we handle that for you).
• Full Investment Platform
• Affordable & Easy
• Installation $250 & Annual Administration $250*
• Plan Administration Services through SMA Services, Inc. (a wholly owned subsidiary of SMA).
• Recordkeeping Services & Investment Platform through Ameritas Retirement Plans

Contact us today to get started solok@sma.org

*Annual Administration increases to $500 once total plan assets exceed $500,000 (due to additional tax filing requirements, which are included)