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. The Form 5500 data indicate the plan trustee is T. Rowe Price and has other Plan information used for the scan

Hewitt 401k Index Category             T. Rowe Price or Index Fund

Money Market ................................PRRXX
Stable Value ....................................SVF.hpx
International ....................................PRITX
Bond .............................................PRWBX
Balanced .......................................RPBAX
Lifestyle ..........................................TRRIX, TRRAX, etc.
Large US Equity ..............................PREIX
Mid US Equity ................................PRDMX
Small US Equity ...............................PRDSX
Emerging Market ..............................PRMSX
Sector .........................................PRNEX
Company Stock ..............................CLX

The scan Balanced portfolio has a 5y APR of 4.66% with a Sharpe ratio of 1.04. Company stock CLX helped a little but not enough to make the 5% or greater asset allocation this year for that portfolio. The employee portfolio has about 15% of the 401k invested in company stock. Again this scan represented missing investment option data using the Hewitt 401k Index dated August 2010 and T. Rowe Price funds.