Plan Ratings & Rollover
| Plan Investment Choice Ratings | Plan Rollover Helper |
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 |
|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN | 4% | 10% | 100% |
| The JPMorgan Chase 401k Savings Plan | 2% | 5% | 100% |
| International Business Machines (IBM) 401K Plus Plan | 5% | 4% | 100% |
| WELLS FARGO and COMPANY 401K PLAN | 3% | 6% | 100% |
| Morgan Stanley 401(k) Plan | 4% | 3% | 100% |
| Cadence Design Systems 401K Plan | 3% | 5% | 100% |
| City of Los Angeles Premiere Deferred Compensation Plan | 1% | 5% | 100% |
| Sungard 401(k) Plan | 3% | 7% | 100% |
| Major Asset Index Funds Plan | 5% | 4% | 100% |
| Washington State Deferred Compensation Program | 2% | 4% | 100% |
| Google Inc. 401(k) Savings Plan | 8% | 6% | 100% |
| Apple 401K | 3% | 5% | 99% |
| Ford Motor 401K | 3% | 6% | 99% |
| Hewlett-Packard Company 401(k) Plan | 5% | 3% | 99% |
| University of Washington Retirement Plan Vanguard | 0% | 9% | 99% |
| University of Washington Retirement Plan Fidelity | 3% | 6% | 99% |
| Federal Employee Thrift Savings Plan | 3% | 6% | 99% |
| MullinTBG Synopsys Deferred Compensation Plan | 4% | 5% | 99% |
| John Hancock Retirement Plan Services | 10% | 4% | 99% |
| Vanguard ETFs | 3% | 5% | 99% |
PlanRatingIQ Bottom 20 Plans
| Plan Name | TAA 5Yr Return | SAA 5Yr Return | Overall Rating |
|---|---|---|---|
| Toolhouse 401K Fidelity | 7% | 5% | 0% |
| CalSavers Retirement Plan | -32% | 1% | 0% |
| Zebra Intelligence 401k Plan | 6% | 4% | 0% |
| Guidline 401k General Plan | 6% | 4% | 0% |
| MPIQ Ultra ST ETFs | 1% | 1% | 0% |
| AbbVie Savings Plan (401K) | 7% | 6% | 0% |
| rbbn 401k | 10% | 7% | 0% |
| ARM 401(k) Plan | 4% | 4% | 0% |
| Atlantic County Employee Deferred Compensation Plan | 5% | 6% | 0% |
| New Jersey State Employees Deferred Compensation Plan | 4% | 4% | 0% |
| WLY401K | 4% | 8% | 1% |
| Shell Provident Fund (401K) | 1% | 4% | 1% |
| 457 Golden Gate Bridge Hwy And Trn | 5% | 6% | 1% |
| Trevor Project 403(b) | 7% | 5% | 1% |
| Northpoint Recovery Profit Sharing 401k Plan | 3% | 6% | 1% |
| NGL Energy Partners LP 401K Plan | 2% | 6% | 1% |
| Lima Memorial Health System 401K | 5% | 5% | 1% |
| MPIQ Core ETFs | 8% | 4% | 1% |
| Instinet 401K | 6% | 5% | 1% |
| Nobel Learning Communities Inc 401k Plan | 3% | 5% | 1% |
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