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Choose your pricing plan

  • 401(k) & 403 (b) Administration

    1,750$
    Every year
    +$750 Document Restatement & Transfer Fee
    +$40 per Eligible Employee
     
    • Unlimited Plan Design Options
    • 1-100 Employees
    • Existing or New 401(k)/403(b) Plan
    • Prior Document Collection
    • Document Restatement
    • Annual ADP & ACP Testing Included
    • Prior Year Compliance Evaluation Included
    • Additional Matching Consideration
    • Annual 5500 Included
    • Dedicated Administrator

  • Solo(k) Without 5500

    500$
    Every year
    +$500 Document Generation Fee
    An owner-only 401(k) plan that is under $250k in assets
     
    • Solo 401(k) Administration at Recordkeeper of Choice
    • Plan Document Maintenance
    • Plan Design Consultation

  • Solo(k) With 5500

    1,500$
    Every year
    +$500 Document Generation Fee
    Owner-only 401(k) plans with over $250k in assets
     
    • Plan document maintenance
    • Plan design consultation
    • Annual 5500 filing
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