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The 401k Averages Book is the only resource book available for non-biased, comparative 401(k) fee information. It is designed to provide professionals with the essential comparative 401(k) and 408(b)(2) fee disclosure information they need to see if their plan costs are above or below average.
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Broker Dealers and Registered Investment Advisors rely on 401k Averages Book data to populate parts of their IRA rollover recommendation and Best Interest forms and 401k and 4082b fee disclosures.
Use the 401k Averages Book to:
- Compare plan 401(k) fees to one of the fee benchmarks in the book.
- See how your Revenue Sharing compares to the benchmarks.
- Help your prospects and clients understand how their 401(k) average fees compare.
- Compare your 408(b)(2) fee disclosure form fees to one of the many benchmarks.
The 401k Averages Book Includes:
- Data updated through September 30, 2020
- Net investment & revenue sharing data charts
- Quartile charts illustrating Median, High and Low plan costs.
- 240 Easy to read fee charts illustrating 401(k) plan and participant fees.
- Average fee data for plans with $10,000 $50,000 and $100,000 average account balances.
- Twenty-four sections detailing average fees for plans with 10, 25, 50, 100, 200, 500, 1000 and 2000 participants.
More Info
Fee Worksheet
Service Worksheet
Advisor Report Template 1
Quartile Chart
Revenue Sharing Sheet
Advisor Report Template 2
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