Pricing
Choose the options that are right for you!
Because 409A Direct has automated the deferred compensation plan process, you can build your own customized DCP at a significantly lower start up cost* compared to the traditional process!
Start-up costs
$6500
Base Price*
*Base price includes—
- Initial Startup
- Enrollment materials
- Financial modeling
- Product due diligence
- Database setup
- Annual meeting
- Legal plan document
The base price does not include plan funding or monthly admin costs (per participant) or any additional services. $1,500 initial startup charges will be billed when platform access is granted; $5,000 for the legal plan document will be billed upon plan implementation. Monthly admin costs are invoiced quarterly.
Not actual pricing. Sample costs are for illustrative purposes only and do not reflect a final total cost.
Additional services can be formally selected throughout the
409A Direct process.
Additional services
Cost Comparison
1 Billed on the date access to the 409A Direct platform is granted.
2 Billed upon plan implementation.
3Does not include fund investment management fees.
4 Includes admin and funding costs which are discounted.
| 409A Direct | Traditional DCP | |
|---|---|---|
| Start-up cost | $1,5001 | $3,500 - $5,000 |
| Consulting fees | $0 | $0 - $15,000 |
| Participant fees | $20 per person/month | $25 - $50 per person/month |
| Plan design | Optimized | Customized |
| Legal fees | $5,0002 | $10,000 - $25,000 |
| Investment advisory fee3 | 0 basis points | 100 basis points |
| Automatic cost discount | Yes4 | No |
| Plan funding cost | Below market | Market |