Built for Solo 401(k) trustees
Compliance filings, prepared with confidence.
The Survival401k Compliance Suite helps you format and prepare your annual filings for the IRS — all designed for traditional US Mail submission, with no bank logins or account credentials ever required.
Two focused tools
Each wizard walks you through the data you need, then formats clean output ready to print and mail.
5500-EZ Preparedness
Organize plan data, asset values, and contributions to prepare an accurate Form 5500-EZ filing for one-participant plans over $250,000.
1099-R Distribution Wizard
Walk through distribution events step-by-step and generate properly formatted 1099-R data for participants and the IRS.
Privacy by design
No bank logins
We never ask for credentials or read-only access to your custodian. You enter only the totals you already have.
Built for US Mail
Output is formatted to be printed and mailed, matching the IRS's preferred submission for these forms.
You stay in control
Your data stays with you. The suite formats and validates — it does not transmit filings on your behalf.