Monthly Archive:: November 2011

Blackstone Audio 401k (PCRA) Plan PSDS Scan 12-31-2010

This 401k (PCRA) Plan is by design aggressive and that shows in the 3D scan image this year. The aggressive funds did not have a good 2010 and the income fund options did which jerked the Balanced

Invesco 401k Plan PSDS Scan 12-31-2010

The Invesco 401k Plan Balanced portfolio improved significantly over last year thanks mostly to investment options that were not in the scan last year. The Plan is large with many investment options that have less than 1%

Brinker International 401k (SP) PSDS Scan 12-31-201

The Brinker International 401k Plan Balanced portfolio 5yr return has improved to an APR of 5.40% with a Sharpe ratio of 1.36. The last scan was in 2008. That portfolio’s 3 largest holdings are PTTRX, FRTXX and VIPSX all

Unilever NV 401k Plan PSDS Scan 12-31-2010

The Unilever NV 401k Plan was helped a bit by company stock UN. Its has a 5yr APR of 10.36% but is volatile and has a Sharpe ratio of only 0.26. That kept the Balanced portfolio investment in

Mattel 401k (PIP) Plan PSDS Scan 12-31-2010

The Mattel 401k Plan was definitely helped by company stock MAT which was up over 30% in 2010. The Balanced portfolio invested 10.1% of that portfolio in company stock and the employee portfolio had 4.3% in the

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

The TERADATA 401k Balanced portfolio improved to an APR of 7.11% with a Sharpe ratio of 1.73. That’s without the benefit of company stock TDC which is doing very well but does not yet have 5yr Marketdata

Computer Sciences 401k (MAP) Plan PSDS Scan 12-31-2010

The Computer Sciences 401k once again was not helped by company stock CSC. It was down in 2010, has a negative 5yr APR and by rule is not in the Balanced portfolio. Company stock is 17% of the employee portfolio

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

The Verizon 401k Plan was helped by company stock VZ, which had a very good year in 2010. The Balanced portfolio 5yr APR improved to 6.23% with a Sharpe ratio of 2.04. It invested 5.2% of the

Goodrich Corp. 401k (ESP) Plan PSDS Scan 12-31-2010

The Goodrich Corp. 401k Plan investment category options are Fidelity funds and collective trust funds. In the scan AWCX is represented by FDIVX, which has 5yr market data and all the Fidelity Freedom funds are represented by

Allegheny Technologies 401k Plan PSDS Scan 12-31-2010

Allegheny Technologies files several 11-k reports every year. The scan this year is for “The 401k Plan” which is a little different from last years 401k scan. In this Plan the Self-directed accounts have different investment options