Starwood Hotels 401k Plan PSDS Scan 12-31-2013

OneBeacon Insurance 401k PSDS Scan 12-31-2013

Sparton Corp. 401k Plan PSDS Scan 12-31-2013

GTAX Corp. 401k Plan PSDS Scan 12-31-2013

Packaging Corp. of America 401k PSDS Scan 12-31-2013

Cincinnati Bell 401k Plan PSDS Scan 12-31-2013

Kansas City Life Insurance 401k PSDS Scan 12-31-2013

Comcast Corp. 401k Plan PSDS Scan 12-31-2013

This is the Comcast Retirement Investment Plan not to be confused with the Spectator Plan which is also a Comcast 401k Plan.

Media General Inc. 401k Plan PSDS Scan 12-31-2013

A Public US Gov 401k Proxy 12-31-2013 PSDS Scan

My grandchildren are always asking about their 401k Plan at work. This proxy portfolio is for them. It is simple like TSP and well above average in 5yr performance.

I did run a 10yr Scan and as you would expect it is a lot lower;  APR = 6.89%, STD = 9.0% and PSR = 0.60 but is still above the 10yr average so far.

Libbey Inc. 401k Plan PSDS Scan 12-31-2013

This 401k plan's company stock LBY is the largest holding of the employees by far and  has very high and near equal 5yr APR and STD data producing a Sharpe ratio near one.  I am not sure what to make of all this.

Wausau Paper Corp. 401k Plan PSDS Scan 12-31-2013

US Government 401k TSP Plan PSDS Scan 12-31-2013

What a difference not having 2008 data in the 5yr portfolio scan makes. The Capital Market Line is positive and everything is rosy. When I have time I will add a 10yr scan to remind everyone that there was a 2008. All things considered this Plan is well above average.

TransCanada Corp. 401k Plan PSDS Scan 12-31-2013

My Roth IRA 12-31-2013 Scan

I now have the 12-31-2013 Market Data files and QA work is about over. This PSDS Scan of My Roth IRA is the first 12-31-2013 scan posted.