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$3,046.75

Projected income/mo.

Goal: $10,000 mo.

Currently Projected

Stacked Column Chart
Income Sources
This Plan
Other Assets

30%

Retirement Income Goal

or

Retirement

(used by MyRetirement to estimate Social Security income)

You can further alter the results of your projection by entering additional assets or sources of income into My Retirement Analysis.

MyRetirement Analysis


You are leaving this website and are electing to enter the FIS MyRetirement website to further explore options that may be available during your retirement. The MyRetirement website does not provide tax or investment advice. For tax or investment advice, please contact your financial advisor.

Also note that the MyRetirement analysis is intended for use with desktop or laptop devices. It will not function with smartphones. When using a tablet, information may be constrained from full view input.

To continue, check "I Agree" and press 'Continue'. Press 'Cancel' to return to the prior page.

Improve Your Retirement Income Projection

By contributing an additional monthly amount of

10 1500 10

You could increase your projected monthly retirement income

$3,046.75 $3,047.00

Retirement Breakdown

Plans

No plans to show.

Plan Balance As of Date Average Monthly Income
Sentinel Web Demo 401(k) Profit Sharing Plan $8,368.40 12/14/2018 $37.45
Sentinel Web Demo 401(k) Plan $192,791.04 12/14/2018 $799.72
Distribution Workflow Test Plan $65,192.65 12/14/2018 $239.58
Total $266,352.09 $1,076.75

Other Assets

No other assets outside of your current plan have been accounted for in this projection.

Source Balance As of Date Average Monthly Income
Total $0.00 $0.00

Other Income Sources

No other income sources outside of your current plan have been accounted for in this projection.

Source Average Monthly Income
Social Security $1,970.00
Total $1,970.00
Total projected monthly income during retirement $3,046.75

You can include additional assets and sources of income in your projection by conducting a My Retirement Analysis. Click below to get started.

My Retirement Projection Details

Assumptions Before Retirement

  • Current contributions will continue until retirement
  • Current contribution will increase each year at 2.50%
  • Your current plan's asset allocation will apply to all assets
  • Effective income tax rate of 15.00%

Assumptions During Retirement

  • Investment portfolio: Moderate
  • Cash Equivalents:5.0%
  • Corporate Bonds:15.0%
  • Inter-Term Govt Bond:25.0%
  • High Yield Bonds:5.0%
  • International Bonds:5.0%
  • Large Value Stocks:20.0%
  • Large Growth Stocks:10.0%
  • Small Value Stocks:3.0%
  • Small Growth Stocks:3.0%
  • Foreign Developed Stocks:6.0%
  • Real Estate:4.0%
  • Average annual return: 5.03%
  • Standard deviation (risk): 7.31%
  • Effective income tax rate: 10.00%
  • Inflation rate: 2.50%
  • First year retirement plan withdrawal: 4.74%
  • Retirement confidence level: 70.00%
  • Illustrates probability of success in retirement simulations

This investment analysis tool presents the likelihood of various investment outcomes if certain investment strategies are undertaken, thereby serving as an additional resource to evaluate potential risks and returns of investment choices. Please note that the results obtained from this tool may vary with each use and over time. This tool estimates the balance of your portfolio at retirement assuming the portfolio earns the estimated mean return ( 6.16% ) between now and retirement. This tool also determines the maximum portion that could be withdrawn from your retirement portfolio on a monthly basis (increasing annually at 2.50% inflation to maintain spending power) without entirely depleting the portfolio before the end of retirement (age 85 ), based on a required statistical probability of success ( 70.00% ). The results show that $3,047 per month is the largest sustainable initial withdrawal amount that could maintain a positive portfolio balance at the end of retirement 70.00% of the time. The $3,047 , per month is shown in today's dollars, after tax (taxes caused by portfolio withdrawals are estimated and included in the analysis).

This analysis is for illustrative purposes only. Past performance of an investment is not an indication of future returns. The standard deviation for an asset class represents its estimated average investment risk.

Additional monthly contribution amounts used for retirement income modeling do not reflect contribution limitations imposed by the plan.

Contribution Rate

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$0.00
5%
$325.00
$450.00
0%
$225.00
Stacked Column Chart$0$0.01$0.02$0.03$0.04$0.05$0.06$0.07$0.08$0.09$0.1$0.11DollarsContributions
Stacked Column Chart$0$0.02$0.04$0.06$0.08$0.11DollarsContributions
Match
Roth
Deferral

Your Auto Increase Information

Every 6 months
You are already contributing at the maximum rate specified for this auto-increase election.

Your Auto Increase Information

Every 6 months
You are already contributing at the maximum rate specified for this auto-increase election.

My Portfolio

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Investment Name Fund ID Price Performance From My Paycheck Balance
Moderate Lifestyle Portfolio 		N/A 0%
2.44%
$4,712.43
American Funds Europacific Growth R... details

Before initiating a transfer of funds from a self-directed brokerage account, please verify that you have enough available cash to cover the transfer

 RERFX $47.65 -10.63% 25%
20.34%
$39,223.38
PGIM Global Real Estate Z details

Before initiating a transfer of funds from a self-directed brokerage account, please verify that you have enough available cash to cover the transfer

 PURZX $23.83 0.64% 25%
25.73%
$49,611.20
Columbia Large Cap Growth III Inst details

Before initiating a transfer of funds from a self-directed brokerage account, please verify that you have enough available cash to cover the transfer

 NFEPX $17.44 6.37% 25%
21.57%
$41,576.63
PIMCO Total Return Admin details

Before initiating a transfer of funds from a self-directed brokerage account, please verify that you have enough available cash to cover the transfer

 PTRAX $9.90 -1.84% 25%
23%
$44,330.05
American Funds Europacific Growth A details

Before initiating a transfer of funds from a self-directed brokerage account, please verify that you have enough available cash to cover the transfer

 AEPGX $47.67 -10.89% 0%
6.92%
$13,337.35
Brokerage Account Asset Class As of Date Balance
Total Market Value

Recent Activity

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Date 1
10/30/18
10/22/18
10/08/18
09/24/18
09/10/18
08/27/18
08/13/18
07/30/18
07/16/18
07/02/18
Type 1
Amount 1
Status 1
Personal Loan
n/a
Deferral, Pre-tax or Roth
$550.00
Deferral, Pre-tax or Roth
$550.00
Deferral, Pre-tax or Roth
$550.00
Deferral, Pre-tax or Roth
$550.00
Deferral, Pre-tax or Roth
$550.00
Deferral, Pre-tax or Roth
$550.00
Deferral, Pre-tax or Roth
$550.00
Deferral, Pre-tax or Roth
$550.00
Deferral, Pre-tax or Roth
$550.00
View Web/VRU Activity View Transactions

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