MyPlanIQ 401k Investor Silent Solutions, Inc 401k plan

Silent Solutions, Inc 401k plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective Fund
WORLD STOCK SMCWX American Funds SMALLCAP World Fund
Others
Target Date 2046-2050 AALTX American Funds Target Date 2050
Target Date 2041-2045 AAHTX American Funds Target Date 2045
Target Date 2011-2015 AABTX American Funds Target Date 2015
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fund of America
High Yield Bond AHITX American Funds Amer High Income Trust
US EQUITY
LARGE GROWTH AMCPX American Funds AMCAP
LARGE BLEND AIVSX American Funds Investment Co of America
LARGE GROWTH RGACX American Funds Growth Fund of America
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective Fund
WORLD STOCK SMCWX American Funds SMALLCAP World Fund
Others
Target Date 2046-2050 AALTX American Funds Target Date 2050
Target Date 2041-2045 AAHTX American Funds Target Date 2045
Target Date 2011-2015 AABTX American Funds Target Date 2015
Target Date 2031-2035 AAFTX American Funds Target Date 2035
Target Date 2021-2025 AADTX American Funds Target Date 2025
Target Date 2000-2010 AAATX American Funds Target Date 2010
Moderate Allocation ABALX American Funds American Balanced
Target Date 2036-2040 AAGTX American Funds Target Date 2040
Target Date 2026-2030 AAETX American Funds Target Date 2030
Moderate Allocation AMECX American Funds Income Fund of America
Target Date 2016-2020 AACTX American Funds Target Date 2020
Target Date 2051+ AAMTX American Funds Target Date 2055
ROOT CASH American Funds Money Market Fund
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fund of America
High Yield Bond AHITX American Funds Amer High Income Trust
US EQUITY
LARGE GROWTH AMCPX American Funds AMCAP
LARGE BLEND AIVSX American Funds Investment Co of America
LARGE GROWTH RGACX American Funds Growth Fund of America
Total Available Funds: 20
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective Fund 66% 3 60 0 1.47% 5.67%
WORLD STOCK SMCWX American Funds SMALLCAP World Fund 63% 3 60 0 0.66% 0.7%
Others
Target Date 2046-2050 AALTX American Funds Target Date 2050 61% 3 60 0 0.73% 2.59%
Target Date 2041-2045 AAHTX American Funds Target Date 2045 51% 3 60 0 0.72% 2.69%
Target Date 2011-2015 AABTX American Funds Target Date 2015 50% 3 60 0 0.3% 3.61%
Target Date 2031-2035 AAFTX American Funds Target Date 2035 49% 3 60 0 0.35% 2.8%
Target Date 2021-2025 AADTX American Funds Target Date 2025 47% 3 60 0 0.32% 3.18%
Target Date 2000-2010 AAATX American Funds Target Date 2010 44% 3 60 0 0.28% 3.6%
Moderate Allocation ABALX American Funds American Balanced 43% 3 60 0 0.31% 2.58%
Target Date 2036-2040 AAGTX American Funds Target Date 2040 41% 3 60 0 1.46% 2.73%
Target Date 2026-2030 AAETX American Funds Target Date 2030 39% 3 60 0 0.33% 2.84%
Moderate Allocation AMECX American Funds Income Fund of America 39% 3 60 0 0.69% 3.8%
Target Date 2016-2020 AACTX American Funds Target Date 2020 32% 3 60 0 0.3% 3.36%
Target Date 2051+ AAMTX American Funds Target Date 2055 31% 3 60 0 0.38% 2.45%
ROOT CASH American Funds Money Market Fund 0% 3 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fund of America 39% 3 60 0 0.33% 3.88%
High Yield Bond AHITX American Funds Amer High Income Trust 0% 3 60 0 0.41% 6.79%
US EQUITY
LARGE GROWTH AMCPX American Funds AMCAP 45% 3 60 0 0.49% 3.69%
LARGE BLEND AIVSX American Funds Investment Co of America 38% 3 60 0 0.27% 5.6%
LARGE GROWTH RGACX American Funds Growth Fund of America 37% 3 60 0 0.3% 8.25%
Average Expense Ratio: 0.53%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.4% 15.1% 4.4% 9.5% 6.8% 8.8%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 21 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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