Installation Fee
Pricing
$600.00
One Time
- Signature ready adoption agreement
- IRS pre-approved prototype basic plan document
- Individual Salary Reduction Agreement
- Loan Forms & Amortization Schedules (additional fee may apply)
- Distribution Forms
Annual Maintenance Fee
Pricing
$600.00
Annual Fee
- Online Library for maintaining required documentation
- Online client contact center
- Individual Salary Reduction Agreement
- All legal amendments required by the IRS or congress
- Explanation of plan provisions
- Online customer service support for Q&A
- Annual Compliance Support
IRS Form 5500 Filling Fee
For accounts over $250,000
Pricing
Included in annual maintenance fee
Per Filling
- IRS Form 5500-EZ: $199.95 per filling
- Delivered electronically to you and your client the signature ready form 5500-EZ
- Note: This service is available only to customer who purchase an EZSOLO(k) plan document