You will notice that the following price list is the most competitive in the industry.|
have no separate start-up fees, license fees, system support fees,
sponsor reporting fees or annual maintenance fees.
The prices quoted are for the complete set.
Prices include access for unlimited concurrent users.
Please contact us if you would like to establish additional users.
|Retirement Plan Document Generation Package - Annual Subscription**|
|Retirement Plan Documents - Per plan:*
| ||Prototype:||$295.00/Adoption Agreement|
| ||Volume Submitter:||$330.00/Document or Adoption Agreement|
| ||403(b):||$330.00/Adoption Agreement|
| ||Defined Benefit:||$373.00/Adoption Agreement|
| ||Cash Balance, ESOP:||$577.00/Adoption Agreement|
|Spanish Summary Plan Description
you subscribe to a retirement documents subscription, you can access an
automated version of the summary plan description for qualified defined
contribution plans. There is an annual fee for this service and it is
available for all qualified defined contribution plans in your account.
Please contact us if you would like this feature added to your account.
|Welfare Plan Document Generation Package - Annual Subscription **|
|Welfare Documents - Per plan:*
| ||Cafeteria Plan:||$257.00/Adoption Agreement|
| ||132 - Transportation Spending:||$257.00/Document|
| ||Health Reimbursement Arrangement:||$257.00/Adoption Agreement|
| ||Premium Only Plan:||$257.00/Adoption Agreement|
| ||Wrap Plan:||$257.00/Document|
our atuomated amendment module, is available for any retirement or
welfare plan in a prototype format (plans with adoption agreements). In
order to generate an amendment, you simply update the online checklist
of the plan for the changes you want in your amendment, enter an
effective date and the system will generate a customized consent
action, summary of material modifications and amendment. The annual fee
will make this feature available for all retirement and welfare
prototype style documents in your account. Please contact us if you
would like this feature added to your account.
|Non-Qualified Plan Document Generation Package - Annual Subscription **|
|Non-Qualified Plan Documents - Per plan:*
| ||457(b):||$345.00/Adoption Agreement|
| ||409A:||$525.00/Adoption Agreement|
|5500 Forms Package
you subscribe to the 5500/PBGC Forms Package, you will be entitled to
use all current and prior year forms beginning on the date you enroll.
You may purchase future versions at the time they become available.
Pricing is for each block of 250 plans. For instance, if you prepare
5500s for 400 plans, the price would be $1,230.
5500 Intermediate Package (15 plans maximum)
you subscribe to the intermediate Package, you will be entitled to the
same access as a full subscription but you will be limited to preparing
5500s for 15 plans. Please contact us if you would like this
intermediate subscription added to your account.
Defined Contribution Administration Software Annual Pricing:
you subscribe to the defined contribution administration software you
will have access to all the software features for annual testing,
recording keeping and producing reports for your clients. Pricing is
for number of plans based on the following schedule.
| ||Up to 50 plans:||$1,700/year|
| ||Over 50 plans and up to 150 plans:||$3,405/year|
| ||Over 150 plans and up to 250 plans:||$5,100/year|
| ||Over 250 plans and up to 350 plans:||$6,800/year|
| ||Over 350 plans and up to 500 plans:||$8,450/year|
| ||Over 500 plans and up to 750 plans:||$10,775/year|
| ||Over 750 plans and up to 1,000 plans:||$12,750/year|
| ||Over 1,000 plans and up to 1,500 plans:||$17,000/year|
| ||Over 1,500 plans and up to 2,000 plans:||$21,000/year|
| ||Anything over 2,000 plans:||$5,250/block of 500 plans|
1099 Forms Package
If you subscribe to the 1099 Forms Package, you will be entitled to access/use all the
forms beginning on the date you enroll. You may purchase future versions at the time they become available. If you do not want to print and mail, or if you do not want to e-file the federal forms to the IRS, take advantage of our fulfillment service; fee applies. Click here for pricing (includes volume pricing, if applicable).
IRS Forms Package
If you subscribe to the IRS Forms Package,
you will be entitled to access/use these forms for a one-year period beginning on the date you enroll. Pricing is for each block of 250 plans.
10 GB of data transfer per year.
$819/block of 500 plans
Includes a maximum of 10GB of data/year for the first block of 500 plans.
Includes a maximum of 5GB of data/year for each block of 250 plans thereafter.
First block of 500 plans:
| ||Every block of 250 thereafter:||$1,050/year|
The "per plan" option is not available for the IRS, 5500/PBGC Forms, or 1099s. The per adoption agreement/volume submitter document
fee is imposed each time an adoption agreement/plan document is
generated or re-run. If you generate a large number of documents each
year, you may also choose an annual subscription (Retirement Plans -
$3,125 per year/Welfare Plans - $1,315 per year/Non Qualified - $1,315 per year) with no per document
fee. There is no additional cost for generation of supporting materials.
|**The annual subscription is separate from the per plan pricing. There is no per plan price
when you sign up for the annual subscription. An annual document
subscription will include up to 500 plans. Each additional block of
plans (after 1,000 plans) is $2,250 per additional block of 500
retirement plans and $370 per additional block of 500 nonqualified or
welfare plans (ex: for a customer with 650 retirement plans, we charge
$6,250 OR for a customer with 1234 retirement plans, we charge $8,500).