|
Costs
We gladly
accept cash, checks and money orders!
Purchase
| |
Module
Price |
Add
On Price |
Annual
Maintenance |
| Benefits
IS |
$20,000 |
$5,000 |
$3,000 |
| Disable
IS |
$20,000 |
$5,000 |
$3,000 |
| IRA
IS |
$20,000 |
--- |
$3,000 |
| Plan
IS |
$40,000 |
--- |
$6,000 |
| Probate
IS |
$20,000 |
--- |
$3,000 |
| Transfer
IS |
$20,000 |
--- |
$3,000 |
| Trust
IS |
$40,000 |
--- |
$3,000 |
| Trade
IS |
$20,000 |
--- |
$3,000 |
| Web
IS |
--- |
$5,000 |
$750 |
- Trust
IS is a prerequisite for IRA IS, Plan IS and Probate IS.
- These
prices reflect a mid-market user and are estimated as such. Very
small volume or very large volume users will be quoted based upon
their particular needs.
- Plan IS
can include a complete trading system module. Depending upon the
specifications needed, this module may be added for an additional
$20,000.
- Customized
programming will be quoted based on specifications submitted at
the time of contract negotiation.
- Modular
price includes 40 hours of free time which can be used for training
or custom programming.
- Travel
and living expenses for on-site installation and training are
not included.
- Payment
plans and financing are available on request
Plan
IS Rental Plan
for TPAs and Private Employers
|
Number
of Participants
|
Participant/month
Charge
|
Annual
Base Fee
|
Total
Annual TSC Fee
|
|
50
|
1.10
|
500.00
|
$1,160.00 |
|
100
|
.95
|
500.00
|
$1,640.00 |
|
200
|
.90
|
500.00
|
$2,660.00 |
|
300
|
.85
|
500.00
|
$3,560.00 |
|
400
|
.80
|
500.00
|
$4,340.00 |
|
500
|
.75
|
500.00
|
$5,000.00 |
|
600
|
.75
|
550.00
|
$5,950.00 |
|
700
|
.75
|
550.00
|
$6,850.00 |
|
800
|
.75
|
550.00
|
$7,700.00 |
|
900
|
.75
|
550.00
|
$8,650.00 |
|
1000
|
.75
|
550.00
|
$9,550.00 |
|
1500
|
.65
|
750.00
|
$12,450.00 |
|
2000
|
.55
|
1,000.00
|
$14,200.00 |
|
3000
|
.55
|
1,000.00
|
$20,800.00 |
|
4000
|
.55
|
1,000.00
|
$27,400.00 |
|
5000
|
.55
|
1,000.00
|
$34,000.00 |
| Over
5000 |
Individual
quote provided |
| $4,000
Set Up/Training Fee - Minimum Monthly Fee - $150 |
Trust
IS Rental Plan
|
Number
of Trusts
|
Per
Trust Charge
|
Monthly
Base Fee
|
|
50
|
1.50
|
300.00
|
|
100
|
1.25
|
350.00
|
|
200
|
1.00
|
400.00
|
|
500
|
.90
|
600.00
|
|
1000
|
.75
|
800.00
|
|
2000
|
.60
|
1,000.00
|
|
3000
|
.50
|
1,500.00
|
|
4000
|
Individual
quote provided
|
| $4,000
Set Up/Training Fee |
|
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