Embedded Files
Current Third Party Administers/Record Keeper Relationships
Current Third Party Administers/Record Keeper Relationships
Typical Fees
Typical Fees
One Time Set-Up Fee: $500
Plan Document Creation: $1600
Annual Fee: $5000 + $50 per Participant
FuturePlan Proposal.pdf
Typical Fees
Typical Fees
Set-Up Fee: Startup Plan $500, Conversion $1000
Annual Fee: $1500 + 2 bps*
*if greater than 30 participants, add $30 per participant over 30
Employee Fid Proposal.pdf
Typical Fees
Typical Fees
Set-Up Fee: $500 to $1000
Annual Fee: $2776 + $72 per Participant + 5 bps*
*If using ETFs add 2 bps or $500 Minimum
Sample Quarterly Performance Review
Sample Quarterly Performance Review
You may download, print and pint the sample below for use with clients, however, we also make available to you within Advyzon a sample that is branded to you.
Cleaned Quarterly Review 2Q 2020.pdfPage updated
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