Monthly Archive:: July 2011

Kellogg 401k (SIP) Plan PSDS Scan 12-31-2010

The Kellogg 401k plan like many older company plans has a Master Trust where 401k and pension money are kept. That can complicate the SEC 11-k report data for asset allocation by specific investment option. In this scan

Norfolk Southern 401k (T&IP) Plan PSDS Scan 12-31-2010

The Norfolk Southern 401k plan scan is a bit better than last year. The Balanced portfolio is still helped by company stock NSC and has a 5yr APR = 5.56% with a Sharpe ratio of 1.11 with good diversification.

Southern Co. 401k (ESP) Plan PSDS Scan 12-31-2010

The Southern Co. 401k plan Balanced portfolio improved over last year helped by company stock SO which had a good 2010. That portfolio invested 16% of the plan in company stock and the employees invested 49.7% of

Polaris 401k (RSP) Plan PSDS Scan 12-31-2010

The Polaris 401k Plan Balanced portfolio continues to improve year-over-year and its 5yr APR = 5.95% is a bit above average with a Sharpe ratio of 1.40 well above average. Company stock PII also continues to improve

Coach Inc. 401k (SPSP) Plan PSDS Scan 12-31-2010

The Coach 401k plan Balanced portfolio was helped a little by company stock COH but the 5 year performance was just average. There are good investment options in the plan. The Balanced portfolio 3 largest holdings are the

DELL 401k Plan PSDS Scan 12-31-2010

The DELL 401k Plan continues to have to deal with losses in company stock DELL which has a 5yr APR = -17.26%. The Balanced portfolio has no company stock and a 5yr APR = 5.48% with a

Best Buy 401k (RSP) Plan PSDS Scan 12-31-2010

The Best Buy 401k Plan Balanced portfolio is down a little from last year and company stock BBY was down -11.63% in 2010. That hurt the employee portfolio much more as BBY is their largest holding. The Balanced portfolio

Jefferies Group 401k (PSP) Plan PSDS Scan 12-31-2010

The Jefferies Group 401k Plan Balanced portfolio improved significantly over last year and now has a 5yr APR = 6.12%. It was only 3.92% last year. Company stock JEF was up in 2010 but the Balanced portfolio

NEXEN 401k (SPP) Plan PSDS Scan 12-31-2010

The NEXEN 401k plan has made a few investment option and administrative changes according to the latest SEC 11-k report. The Balanced portfolio has a nice 5yr APR = 6.69% with a Sharpe ratio of 0.97. The

AON Corp. 401k (SP) Plan PSDS Scan 12-31-2010

The AON 401k plan improved slightly over last year and the Balanced portfolio has an above average 5yr APR = 6.97% with a Sharpe ratio of 1.33. The employee has an average 5yr return that would be