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
PlanRatingIQ Bottom 20 Plans
| Plan Name | TAA 5Yr Return | SAA 5Yr Return | Overall Rating |
|---|---|---|---|
| META PLATFORMS, INC 401(K) PLAN | 8% | 9% | 0% |
| Coterra Energy 401K Plan | 10% | 6% | 0% |
| Total Return Muni Bond Funds Plan | 2% | 2% | 0% |
| Winn-Dixie Distribution Centers Stores Inc, | 8% | 8% | 0% |
| Renovo Resources Employee 401K | 10% | 7% | 0% |
| Tetra Pak 401K | 4% | 6% | 0% |
| Houston Methodist 403B Plan | 7% | 10% | 1% |
| Toolhouse 401K Fidelity | 7% | 7% | 1% |
| CalSavers Retirement Plan | 9% | 63% | 1% |
| Zebra Intelligence 401k Plan | 5% | 5% | 1% |
| Guidline 401k General Plan | 5% | 5% | 1% |
| MPIQ Ultra ST ETFs | 3% | 2% | 1% |
| AbbVie Savings Plan (401K) | 7% | 8% | 1% |
| rbbn 401k | 20% | 15% | 1% |
| ARM 401(k) Plan | 6% | 5% | 1% |
| Atlantic County Employee Deferred Compensation Plan | 4% | 7% | 1% |
| New Jersey State Employees Deferred Compensation Plan | 9% | 10% | 1% |
| Core ETFs | 9% | 6% | 1% |
| Schwab Core | 6% | 5% | 1% |
| WLY401K | 7% | 9% | 1% |