ETF, Mutual Fund
Portfolios Retirement 401K, 
403B, 457 Annuities, VULs,
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401K/IRA Rollover Advanced
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Top Plans for Brokerages
Vanguard ETF: 10%*
Diversified Core: 11%*
Six Core Asset ETFs: 10%*
*:5 Yr Annualized Return of TAA Moderate Portfolio

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MyPlanIQ Plan Investment Choice Ratings

PlanRatingIQ rates quality of investment choices provided in retirement plans such as IRA, 401K, 403B, 457, variable annuities, variable universal life and college savings 529 plans.


Unlike other services, PlanRatingIQ looks at it from the participant’s viewpoint – what returns they could achieve with the plan. Returns is what investors/participants care about. Good returns are derived from minimizing the various fees charged and ensuring high quality investment choices.


Read PlanRatingIQ article for more details.



PlanRatingIQ Top 20 Plans


Plan Name TAA 5Yr Return SAA 5Yr Return Overall Rating
University Of Toledo Physicians Llc Pension Plan and Trust 10% 5% 96%
Colorado Rockies Baseball Club Retirement Plan 11% 6% 96%
Florida State University System Optional Retirement Program VALIC Retirement 12% 6% 95%
Hewlett Packard 401K 9% 3% 95%
MONSTER WORLDWIDE, INC. 401(k) SAVINGS PLAN 9% 6% 95%
CEI 401K Plan 10% 4% 93%
infoUSA 401(k) Plan 10% 4% 93%
Sharp Healthcare 403(b) Tax Deferred Retirement Plan 11% 4% 93%
Virginia Bankers Association Defined Contribution Plan 11% 5% 92%
Centurion 401K Plan John Hancock 12% 7% 92%
Fidelity Extended Fund Picks with R=2 and the RT=4 13% 4% 92%
COMPUWARE CORPORATION ESOP/401(k) PLAN 10% 5% 92%
PHH Home Loans, LLC Employee Savings Plan 10% 5% 92%
Patriot Coal Corporation 401(k) Retirement Plan 9% 4% 92%
Cheyenne Regional Medical Center 403(b) Retirement Plan 12% 6% 91%
SBERA 401(k) Plan 10% 5% 91%
Fidelity Extended Fund Picks 11% 4% 91%
All Weather Multi-Asset Permanent Portfolio 14% 8% 91%
TIB FINANCIAL CORP. EMPLOYEE STOCK OWNERSHIP PLAN 9% 5% 91%
Commercial Data Systems 401K Hartford 10% 4% 91%

PlanRatingIQ Bottom 20 Plans


Plan Name TAA 5Yr Return SAA 5Yr Return Overall Rating
Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) -2% -0% 1%
S and P Ten Sector Rotation {"-"} {"-"} 1%
Nationwide Life Insurance Co BEST OF AMERICA IV Q B SHARES 3% -3% 2%
The Toro Company Profit-Sharing Plan 1% -1% 2%
The Toro Company Investment, Savings, and Employee Stock Ownership Plan 1% -1% 2%
Thrift and Savings Plan For Employees of Sentinel Transportation, LLC 3% 0% 3%
Nationwide Life Insurance Co NATIONWIDE VARIABLE ACCOUNT-5 Q B SHARES 3% -3% 3%
Savings and Investment Plan of E. I. du Pont de Nemours and Company 3% 0% 3%
Nationwide Life Insurance Co NEA VALUEBUILDER Q B SHARES 3% -3% 3%
DuPont 401(k) and Profit Sharing Plan 2% 1% 3%
COTT BEVERAGES SAN BERNARDINO SAVINGS & RETIREMENT PLAN -3% -6% 3%
Rockwell Automation 1165(e) Plan 1% 1% 4%
The Columbia D.C. College Savings Plan -1% -1% 4%
Indiana College Choice Adivsor 529 Savings Plan 1% 1% 4%
Great West Life & Annuity Insurance Co MAXIMUM VALUE PLAN B SHARES 0% 1% 4%
Leggett & Platt, Incorporated Stock Bonus Plan 3% -0% 5%
NATIONAL CITY SAVINGS AND INVESTMENT PLAN 4% 1% 5%
SVB FINANCIAL GROUP 401(k) AND EMPLOYEE STOCK OWNERSHIP PLAN 3% 2% 5%
The Columbia South California Future Scholar 529 College Savings Plan 3% 2% 5%
Allstate Life Insurance Co PUTNAM ALLSTATE ADVISOR PLUS B SHARES 3% 1% 6%

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