Solo Cash Balance DB Plans -
Installation Fee
Pricing
$3500.00
One Time
- Signature ready adoption agreement
- IRS pre-approved volume submitter plan document
- Plan Design Consulting
- All required participant forms
Annual Plan Administration
Pricing
$3850.00
Annual Fee
- All required IRS and DOL Testing
- Form 5500-SF and 5500-SB
- Actuarial Certifications
- AFTAP Certifications (if required)
- PBGC Calculations (additional fees may apply)
- Annual Compliance Consulting and Support
Cash Balance Distribution Fees
Pricing
$350.00
Per Filling
- Documents provided signature ready
