Monthly Archive:: October 2011

Healthcare Services Group 401k (RSP) PSDS Scan 12-31-2010

The Healthcare Serices Group 401k plan is good, the stock HCSG has done well for years and it pays a nice dividend. The Balanced portfolio invested 6.1% of the portfolio in the stock and has an above average

Weatherford International 401k (SP) Plan PSDS Scan 12-31-2010

In the last three years the Weatherford 401k Balanced portfolio 5yr APR has risen from 4.43% to 5,.44% and this year to 6.08%. The improvement was not driven by company stock WFT although a little of the

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

The last Raytheon 401k scan was in 2008. This scan using 2010 market data has a Balanced portfolio 5yr APR of 6.11% with a Sharpe ratio of 2.01 both above average and about the same as antebellum

Clorox 401k Plan PSDS Scan 12-31-2010

The Clorox 401k Plan 11-k report and the Form 5500 report did not have all the information needed for a design scan. In cases like this I use the Hewitt 401k Index to complete the portfolio categories.

Campbell Soup 401k (SSP) Plan PSDS Scan 12-31-2010

The Campbell Soup 401k Balanced portfolio 5yr performance is about the same as last year a little below average. On a positive note the Fidelity stable value fund FMIP only has 5.4% invested in it this year

A SharpeStockPortfolio PSDS Design Scan 12-31-2010

 3 year period  5 year period 10 year period The scan of this Sharpe stock portfolio last year with 2009 market data is repeated here with 2010 market data again for 3yr, 5yr, and 10yr periods. One

USC 401k (RSP) Vanguard Option PSDS Scan 12-31-2010

This is the second USC 401k Plan option scanned. The first was the Prudential option and this scan is for the Vanguard option. It has 75 investment options way too many for most investors to evaluate and rebalance on

New York Times 401k Plan PSDS Scan 12-31-2010

The New York Times 401k employee portfolio has very little invested in company stock. The stock has a 5yr APR of -15.1% and is down -26.4% year-to-date. The Balanced portfolio has a 5yr APR of 5.45% with

Mine Safety Appliances 401k (RSP) Plan PSDS Scan 12-31-2010

This companies 401k Plan was not helped by company stock MSA, which is still recovering from a bad 2008. The Plan has mostly Fidelity investment options and a good Balanced portfolio 5yr APR of 5.20% with a

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

WellPoint made several changes to its 401k Plan investment options and they are almost all Vanguard funds now. One of the changes removed PTTRX and added VBMFX  and VIPSX. The Balanced portfolio this year has about the