Monthly Archive:: May 2010

FirstEnergy 401k (SP) Plan PSDS Scan 12-31-2009

The year over year improvment in the plan increased the number of investment options in the Balanced portfolio to 10 and reduced the FE stock holding to 3.2% based on its current 5yr Sharpe ratio. The employee

Allegheny Energy 401k (ESOSP) PSDS Scan 12-31-2009

This plan company stock AYE had a bad 2009 on top of a very bad 2008 and that reduced the 5yr stock APR to 4.4%. The Balanced portfolio reduced its investment in AYE to 0.9% of the

Markel Corp. 401k (RSP) Plan PSDS Scan

This is a small plan with a few good funds and the Balanced portfolio has invested 80% of the plan in the money market fund FRTXX and the bond fund FTHRX. The employee portfolio’s largest holding is

Massachusetts 457 (SMART) PSDS Scan 12-31-2009

The Commonwealth of Massachusetts has Ameritrade self directed funds and a few other investment catagories. This scan covers the Actively Managed Funds and the Balanced portfolio invested over 80% of that portfoilio in the money market fund

Google 401k Plan PSDS Scan 12-31-2009

This plan 10-Q indicates the incentive stock plan has no retirement component and by design does have to file an 11-k report. The stock GOOG is an investment option in the 401k plan and the Balanced portfolio

The Hartford 401k (ISP) Plan PSDS Scan 12-31-2009

The Balanced portfolio is up year over year but company stock HIG remains off the chart with a 5yr APR = -16.8% and high volatility. The employee portfolio has invested 6.9% of the plan in company stock.

Kroger 401k (RSAP) Plan PSDS Scan 12-31-2009

Company stock KR did not have a good 2009 but still has a positive 5yr APR = 4.22 and a positive 5yr Sharpe ratio. It is in the Balanced portfolio at 6.2% of the portfolio but much

Hewlett-Packard 401k Plan PSDS Scan 12-31-2009

This is a large old plan helped by company stock HPQ that has done well over the last 5 years with a 5yr APR over 20% and a postive Sharpe ratio of 0.60. The Balanced portfolio invested4.

Genworth Financial 401k (RSP) Plan PSDS Scan 12-31-2009

The Balanced portfolio is similar to last year but with a few more more funds in it and a 5yr APR = 4.63% with a Sharpe ratio of 1.40. The employee portfolio largest holding is the BGI

Owens Corning 401k (SSP) Plan PSDS Scan 12-31-2009

This company emerged from bankruptcy (asbestos) 10-31-2006 and its stock OC is in the plan but not in the Balanced portfolio. The 2 largest holdings in the Balanced portfolio are the money market fund FRTXX and the