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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 9% 8% 94%
COLFAX CORPORATION 401K SAVINGS PLAN PLUS 8% 8% 94%
UPMC 403(B) RETIREMENT SAVINGS PLAN 7% 8% 92%
BOSTON CAPITAL 401K PLAN 12% 5% 92%
ENZO BIOCHEM, INC. SALARY REDUCTION PROFIT SHARING PLAN 6% 8% 92%
VMware Inc 401k Savings Plan 6% 6% 91%
ATOS 401(k) Plan 7% 11% 91%
Whidbey Telephone Company 401(k) Plan 6% 6% 90%
Transamerica Insurance Company RETIREMENT INCOME BUILDER 6% 9% 90%
Fidelity Investment Life Insurance Co FIDELITY INCOME PLUS 6% 9% 90%
AIG Life Insurance Company PROFILE (1) B SHARES 5% 8% 90%
checking 6% 7% 89%
Nationwide Life Insurance Co NATIONWIDE CLASSIC B SHARES 6% 9% 89%
Nationwide Life Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES 6% 9% 89%
Sharp Corporation 401(k) Savings Plan 7% 11% 89%
Virginia 529 College Savings Plan 7% 7% 89%
Ambac Financial Group, Inc. Savings Incentive Plan 7% 8% 88%
HABIF AROGETI and WYNNE LLP EMPLOYEES RETIREMENT PLAN AND TRUST 7% 7% 88%
JAZZ PHARMACEUTICALS INC. 401K PLAN 6% 8% 88%
Equitable Resources, Inc.SAVINGS AND PROTECTION PLAN 6% 7% 87%

PlanRatingIQ Bottom 20 Plans


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

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