Friday, April 17, 2009

Southern 401k (SP) Plan PSDS Scan 12/31/2008


















The Southern Co. employees have done very well. The company stock, SO, has a 5yr APR of 8.93% which is great but they have a lot more than 5% invested in the company stock according to the 12/31/2007 SEC 11-k report. The plan had a few Merrill Lynch funds and a trust fund. In the scan which includes company stock I used Northern Trust funds and ETFs as proxies for the Merrill Lynch funds. The 3D scan of the Southern 401k looks a lot like a healthy market.

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