Jeff Quasney

In the Lab 4-2

Retirement Savings
Employee Name
Annual Salary
Percent Invested
Company Match
Annual Return
Years

Javier Soto Monthly Contribution

$92,000.00
Employee
5.00%
Employer
2.50%
Total
7.25% Future Value
25
Future
Value

Years
5
10
15
20
25
30
35
40
45
50

$484,658.67
41,433.39
100,904.85
186,267.27
308,792.28
484,658.67
737,088.64
1,099,414.23
1,619,478.58
2,365,953.41
3,437,406.72

Employee
Investment
$115,000.00
23,000.00
46,000.00
69,000.00
92,000.00
115,000.00
138,000.00
161,000.00
184,000.00
207,000.00
230,000.00

$383.33
$191.67
$575.00
$484,658.67

Employer
Investment
$57,500.00
11,500.00
23,000.00
34,500.00
46,000.00
57,500.00
69,000.00
80,500.00
92,000.00
103,500.00
115,000.00

Total
Investment
$172,500.00
34,500.00
69,000.00
103,500.00
138,000.00
172,500.00
207,000.00
241,500.00
276,000.00
310,500.00
345,000.00