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Estimated Fees
Defined Benefit, Standardized  Design &
Qualification
Annual
Administration

Individual Aggregate 

$2,000 $1,200 

Actuarial Certification

n/a $400

Per Participant 2-10 

$60 / each $60 / each 

11+ 

$40 / each $40 / each
Defined Contribution, Standardized  

Money Purchase

$1,000  $1,000

Profit Sharing

$1,000  $1,000

ERSOP

$4,000 $800

Per Participant

$40 / each  $40 / each
Other Services   

Non-Standardized

$3,000 add'l  Hourly

Class Allocated

$1,500 add'l $1,500 add'l  

ESOP

Hourly  Hourly

Plan Termination

Hourly  Hourly

Form PBGC-1

  $125 

5500 Sch A

  $25

Distributions 

  $120 ea

Rollover Accounts

  $60 ea

Segregated Individual Accounts 

  $100 ea

Insurance Policies

  $10 ea

Participant Loans

  $100 ea

Trust Reconciliation

  $75 hr

FASB 87-132

  $225 hr 
One Participant Plans, Standardized 

Defined Benefit

$2,000 $1,000 *

Money Purchase

$1,000 $700

Profit Sharing

$1,000 $700
* plus Actuarial Certification    

Professional Service Rates

Hourly Rate

Prinicipal

$300

Attorney

$300

C.P.A.

$300

Actuary

$225

Q.P.A.

$200

Clerical 

$45
Please contact us toll free at 866-MY-ERSOP (693-7767) if you would like to know more.
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Last modified on: 25-Jun-2004
 
                       
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