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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
Unisys Retirement 401K 10% 9% 95%
COLFAX CORPORATION 401K SAVINGS PLAN PLUS 9% 9% 92%
BOSTON CAPITAL 401K PLAN 13% 5% 91%
Whidbey Telephone Company 401(k) Plan 7% 6% 91%
VMware Inc 401k Savings Plan 8% 7% 91%
Town of Needham MA 403B Plan 11% 7% 90%
UPMC 403(B) RETIREMENT SAVINGS PLAN 8% 9% 90%
Fred Hutchinson Cancer Research Center Amended and Restated 403(b) Retirement Plan 10% 7% 90%
Virginia 529 College Savings Plan 8% 8% 90%
ENZO BIOCHEM, INC. SALARY REDUCTION PROFIT SHARING PLAN 8% 9% 89%
OpenText (OPTX) 401k 7% 7% 89%
ANALYSIS GROUP INC EMPLOYEE SAVINGS PLAN 8% 7% 89%
ATOS 401(k) Plan 9% 12% 88%
VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN Fidelity 10% 8% 88%
S1 CORPORATION 401(k) SAVINGS PLAN 9% 7% 87%
Transamerica Insurance Company RETIREMENT INCOME BUILDER 8% 10% 87%
Fidelity Investment Life Insurance Co FIDELITY INCOME PLUS 8% 10% 87%
Nationwide Life Insurance Co NATIONWIDE CLASSIC B SHARES 8% 10% 87%
Equitable Resources, Inc.SAVINGS AND PROTECTION PLAN 7% 8% 87%
Nationwide Life Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES 8% 10% 87%

PlanRatingIQ Bottom 20 Plans


Plan Name TAA 5Yr Return SAA 5Yr Return Overall Rating
MEREDITH SAVINGS and INVESTMENT PLAN 4% 1% 2%
GRIFFON CORPORATION RETIREMENT PLAN 4% 1% 2%
Yadkin Valley Bank Trust Company 401(k) Profit Sharing Plan 2% 3% 2%
Hershey Company 401 K Plan 4% 1% 2%
ALPHASTAFF RETIREMENT SAVINGS PLAN 4% 1% 2%
Semiconductor 401(K) Plan 4% 1% 2%
ONEBEACON 401K SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 4% 1% 2%
Professor Siegel`s Lazy WisdomTree ETFs Portfolio 3% 4% 2%
MUNICH REINSURANCE AMERICA INC. SAVINGS PLAN 4% 1% 2%
ESTES EXPRESS LINES 401K RETIREMENT PLAN 4% 1% 2%
J.C. PENNEY CORPORATION INC. SAVINGS PROFIT- SHARING and STOCK OWNERSHIP 4% 1% 3%
Hartford Investment And Savings Plan 4% 1% 3%
AMERICAN FAMILY 401K PLAN 1% 5% 3%
Thrift and Savings Plan For Employees of Sentinel Transportation, LLC 3% 6% 4%
Savings and Investment Plan of E. I. du Pont de Nemours and Company 3% 6% 4%
CENTERPOINT ENERGY SAVINGS PLAN 5% 1% 4%
Fidelity Select Funds 5% 2% 4%
SECURITY POLICE FIRE PROFESSIONALS OF AMERICA RETIREMENT PLAN 4% 1% 4%
Connecticut General Life Insurance Co AIM/CIGNA HERITAGE VARIABLE ANNUITY X B SHARES -3% 3% 4%
Glenbrook Life & Annuity Co AIM LIFETIME PLUS VARIABLE ANNUITY B SHARES -3% 3% 4%

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