ETF, Mutual Fund
Portfolios Retirement 401K, 
403B, 457 Annuities, VULs,
529 Plan Rating &
401K/IRA Rollover Advanced
Users

MyPlanIQ Investment Choices Ranking and Rollover Assistance

PlanRatingIQ: Investment Choices Ranking

PlanRatingIQ gauges quality of investment choices provided in vast retirement IRA, 401K, 403B, 457 plans, 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.

Plan Comparisonnew

Use MyPlanIQ Plan Compare (or visit your plan and find the plan's score) to compare multiple plans including

  • Which brokerage ETFs/Mutual Fund IRA or taxable plans are best: See Brokerage Plan Page.
  • Multiple retirement 403(b), 457 or 401(k) plans provided by an organization or a company: See 401K/403B Plan Page.
  • Multiple variable annuities or VULs presented by your brokers or insurance agents: See Annuity Page.
  • Which college 529 has the best investment choices: See 529 Page.

Plan RolloverIQnew

Use RolloverIQ to decide


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%

Member sign in:

UserName:
Password:
Keep me signed in for two weeks
Did you forget your password?

Join now (it's free):

UserName:
Password:
Confirm Password:
Email Address:
Confirm Email Address:
I agree to the Terms of use

Members enjoy Free features:

  • Follow or create real time portfolios within minutes.
  • Receive monthly or quarterly re-balance emails.
  • Quality retirement investing newsletter emails.
  • Fund ranking and selection for your plans.