MyPlanIQ 401k Investor PLAN ADMINISTRATORS INC. 401K PLAN

PLAN ADMINISTRATORS INC. 401K PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPBX American Funds New Perspective R2
WORLD STOCK RWIBX American Funds Capital World G/I R2
Foreign Large Blend RERBX American Funds EuroPacific Gr R2
Others
Moderate Allocation RLBBX American Funds American Balanced R2
World Allocation RIRBX American Funds Capital Inc Bldr R2
Moderate Allocation RIDBX American Funds Inc Fund of Amer R2
FIXED INCOME
High Yield Bond RITBX American Funds American Hi Inc Tr R2
Intermediate-Term Bond RBFBX American Funds Bond Fund of Amer R2
US EQUITY
LARGE VALUE RWMBX American Funds Washington Mutual R2
LARGE BLEND RICBX American Funds Invmt Co of America R2
LARGE BLEND RFNBX American Funds Fundamental Invs R2
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPBX American Funds New Perspective R2
WORLD STOCK RWIBX American Funds Capital World G/I R2
Foreign Large Blend RERBX American Funds EuroPacific Gr R2
Others
Moderate Allocation RLBBX American Funds American Balanced R2
World Allocation RIRBX American Funds Capital Inc Bldr R2
Moderate Allocation RIDBX American Funds Inc Fund of Amer R2
ROOT CASH RABXX American Funds Money Market
FIXED INCOME
High Yield Bond RITBX American Funds American Hi Inc Tr R2
Intermediate-Term Bond RBFBX American Funds Bond Fund of Amer R2
US EQUITY
LARGE VALUE RWMBX American Funds Washington Mutual R2
LARGE BLEND RICBX American Funds Invmt Co of America R2
LARGE BLEND RFNBX American Funds Fundamental Invs R2
LARGE GROWTH RGABX American Funds Growth Fund of Amer R2
LARGE GROWTH RAFBX American Funds AMCAP R2
LARGE GROWTH RNGBX American Funds New Economy R2
Total Available Funds: 15
  • 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 RNPBX American Funds New Perspective R2 59% 3 60 0 1.47% 5.06%
WORLD STOCK RWIBX American Funds Capital World G/I R2 52% 3 60 0 0.53% 2.81%
Foreign Large Blend RERBX American Funds EuroPacific Gr R2 11% 3 60 0 0.9% 3.19%
Others
Moderate Allocation RLBBX American Funds American Balanced R2 66% 3 60 0 0.31% 1.68%
World Allocation RIRBX American Funds Capital Inc Bldr R2 61% 3 60 0 0.26% 1.43%
Moderate Allocation RIDBX American Funds Inc Fund of Amer R2 39% 3 60 0 0.69% 3%
ROOT CASH RABXX American Funds Money Market 0% 0 60 0 NA 4.14%
FIXED INCOME
High Yield Bond RITBX American Funds American Hi Inc Tr R2 74% 3 60 0 0.41% 5.72%
Intermediate-Term Bond RBFBX American Funds Bond Fund of Amer R2 12% 3 60 0 0.33% 2.81%
US EQUITY
LARGE VALUE RWMBX American Funds Washington Mutual R2 85% 3 60 0 0.26% 2.98%
LARGE BLEND RICBX American Funds Invmt Co of America R2 75% 3 60 0 0.27% 4.37%
LARGE BLEND RFNBX American Funds Fundamental Invs R2 48% 3 60 0 0.28% 1.13%
LARGE GROWTH RGABX American Funds Growth Fund of Amer R2 32% 3 60 0 0.3% 0%
LARGE GROWTH RAFBX American Funds AMCAP R2 12% 3 60 0 0.49% 3.24%
LARGE GROWTH RNGBX American Funds New Economy R2 6% 3 60 0 0.53% 4.29%
Average Expense Ratio: 0.5%
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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 5.2% 15.2% 4.5% 9.0% 6.6% 7.8%

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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 15 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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