Use the 401k Averages Book to:
- Compare plan 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) 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, 2019
- 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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