Wednesday, October 12, 2011

Salesforce 401k Plan PSDS Scan 12-31-2010



The Salesforce 401k Plan  does not include company stock CRM which has done very well the last 5 years. The Balanced portfolio of this mostly Fidelity plan has a 5yr APR of 5.03% with a Sharpe ratio of 1.0, about average for the 401k plans scanned the last few years. I have no information on employee asset allocation. The Plan does not have a stable value fund and the bond fund FBIDX is the largest holding of the Balanced portfolio which invested some money in all the Plan options.

No comments: