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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
COLFAX CORPORATION 401K SAVINGS PLAN PLUS 10% 11% 95%
Virginia Bankers Association Defined Contribution Plan 33% 8% 93%
ANALYSIS GROUP INC EMPLOYEE SAVINGS PLAN 10% 9% 92%
MACANDREWS and FORBES GROUP LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES 9% 9% 92%
Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund 9% 9% 91%
RENASANT BANK 401(k) PLAN 9% 8% 91%
BOSTON CAPITAL 401K PLAN 16% 7% 89%
Virginia 529 College Savings Plan 10% 9% 89%
OpenText (OPTX) 401k 8% 9% 89%
BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN 35% 7% 88%
Everifile 401K 9% 8% 88%
Whidbey Telephone Company 401(k) Plan 9% 7% 88%
ATOS 401(k) Plan 9% 13% 88%
HABIF AROGETI and WYNNE LLP EMPLOYEES RETIREMENT PLAN AND TRUST 10% 10% 87%
VHA 401K SAVINGS PLAN 9% 10% 87%
Air Methods Corporation 401(k) Plan 10% 9% 87%
VMware Inc 401k Savings Plan 9% 8% 87%
THE TAUBMAN COMPANY AND RELATED ENTITIES EMPLOYEE RETIREMENT SAVINGS PLAN 11% 10% 87%
Activant Solutions Inc Savings and Investment Plan 15% 9% 86%
Ambac Financial Group, Inc. Savings Incentive Plan 9% 10% 86%

PlanRatingIQ Bottom 20 Plans


Plan Name TAA 5Yr Return SAA 5Yr Return Overall Rating
Fidelity Select Funds 4% 4% 2%
Thrift and Savings Plan For Employees of Sentinel Transportation, LLC 6% 7% 3%
Savings and Investment Plan of E. I. du Pont de Nemours and Company 6% 7% 3%
Professor Siegel`s Lazy WisdomTree ETFs Portfolio 5% 6% 3%
Connecticut General Life Insurance Co AIM/CIGNA HERITAGE VARIABLE ANNUITY X B SHARES -2% 4% 5%
Glenbrook Life & Annuity Co AIM LIFETIME PLUS VARIABLE ANNUITY B SHARES -2% 4% 5%
Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) 1% 1% 6%
The Maine NextGen College Investing Plan - Direct Series 4% 9% 6%
GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN 3% 6% 7%
MidCapBlendETFs 3% 5% 7%
Ameritas Advisor Select No Load Variable Annuity (ProFunds) 6% 6% 8%
FEDERAL-MOGUL CORPORATION EMPLOYEE INVESTMENT PROGRAM 5% 8% 8%
Texas College Savings Plan 2% 3% 8%
THE FIFTH THIRD BANCORP MASTER PROFIT SHARING PLAN 4% 6% 8%
Entergy Corporation Savings Plan 6% 10% 9%
FolioInvesting Basic Allocation Folios ETF Plan 5% 3% 9%
CAPITAL BANK 401(k) RETIREMENT PLAN 6% 7% 10%
NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN 7% 7% 10%
DuPont 401(k) and Profit Sharing Plan 8% 7% 10%
AUSA Life Insurance Co Inc TFLIC DIMENSIONAL VARIABLE ANNUITY 5% 6% 10%

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