Tuesday, November 30, 2010

DELL 401k Plan PSDS Scan 12-31-2009



The DELL plan is still a lifeboat portfolio but this year the Balanced portfolio only has 63.1% of the plan in the stable value fund SVF.hpx in the scan. The employee portfolio has 10% invested in company stock which has a negative 5yr APR = -19.37%. In the 2009 SEC 11-k report the the company placed 20% cap on the amount an employee could invest in the stock which I think is prudent but not as prudent as a 10% cap. A small plan that has improved year over year but still needs work in my opinion.

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