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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 12% 11% 96%
COLFAX CORPORATION 401K SAVINGS PLAN PLUS 11% 11% 95%
Virginia Bankers Association Defined Contribution Plan 34% 8% 93%
BOSTON CAPITAL 401K PLAN 15% 7% 92%
OpenText (OPTX) 401k 9% 10% 92%
ENZO BIOCHEM, INC. SALARY REDUCTION PROFIT SHARING PLAN 9% 11% 91%
Whidbey Telephone Company 401(k) Plan 9% 8% 90%
Vistaprint 401K 11% 7% 90%
Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund 8% 10% 90%
ANALYSIS GROUP INC EMPLOYEE SAVINGS PLAN 10% 9% 90%
BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN 34% 7% 90%
RENASANT BANK 401(k) PLAN 9% 9% 90%
Virginia 529 College Savings Plan 10% 10% 89%
ATOS 401(k) Plan 9% 14% 89%
AMEREN CORPORATION SAVINGS INVESTMENT PLAN 8% 11% 88%
Air Methods Corporation 401(k) Plan 10% 9% 88%
VMware Inc 401k Savings Plan 9% 8% 88%
Activant Solutions Inc Savings and Investment Plan 14% 9% 87%
WILSON 401(k) RETIREMENT PLAN 11% 14% 86%
THE SCHERING-PLOUGH PUERTO RICO EMPLOYEES’ RETIREMENT SAVINGS PLAN 10% 14% 86%

PlanRatingIQ Bottom 20 Plans


Plan Name TAA 5Yr Return SAA 5Yr Return Overall Rating
Professor Siegel`s Lazy WisdomTree ETFs Portfolio 4% 6% 2%
Thrift and Savings Plan For Employees of Sentinel Transportation, LLC 5% 8% 3%
Savings and Investment Plan of E. I. du Pont de Nemours and Company 5% 8% 3%
Fidelity Select Funds 7% 5% 4%
Connecticut General Life Insurance Co AIM/CIGNA HERITAGE VARIABLE ANNUITY X B SHARES -3% 4% 4%
Glenbrook Life & Annuity Co AIM LIFETIME PLUS VARIABLE ANNUITY B SHARES -3% 4% 4%
First Allmerica Financial Life PIONEER VISION II (NY) B SHARES 6% 4% 6%
Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) 1% 1% 7%
Entergy Corporation Savings Plan 5% 9% 7%
FEDERAL-MOGUL CORPORATION EMPLOYEE INVESTMENT PROGRAM 5% 8% 7%
FolioInvesting Basic Allocation Folios ETF Plan 5% 3% 7%
Ameritas Advisor Select No Load Variable Annuity (ProFunds) 5% 6% 7%
NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN 6% 7% 8%
The Maine NextGen College Investing Plan - Direct Series 4% 9% 9%
THE FIFTH THIRD BANCORP MASTER PROFIT SHARING PLAN 3% 6% 9%
RAYONIER INC. – FERNANDINA MILL SAVINGS PLAN FOR HOURLY EMPLOYEES 5% 8% 9%
DuPont 401(k) and Profit Sharing Plan 7% 7% 9%
Conservative Plan 2 2% 2% 11%
Low Volatility Plan 2% 2% 11%
Commonwealth Annuity and Life Ins Co `COMBINED ANN SHARING SEP VA-A 7% 9% 11%

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