HRS 1992 (Wave 1) Documentation


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Section F: Employment of Respondent (Part 2) VAR # _____ 2904 F37c. Does your employer make contributions to any such plans? ____________________________________________________________ 1. Yes 5. No 8. DK 9. NA 0. Inap, 5, 8-9 in V2717; 1, 5, 8-9 in V2838; 1 in V2901; 5, 8-9 in V2902; 5-6, 8-9 in V2903 V2904 Code Frequency --------------------- 0 12406 1 156 5 48 8 40 9 2 2905 F37d. Do you intend to participate in any such plan at some time in the future? ____________________________________________________________ 1. Yes [Inap in V2906-V2907] 5. No [Inap in V2906-V2907] 8. DK [Inap in V2906-V2907] 9. NA [Inap in V2906-V2907] 0. Inap, 5, 8-9 in V2717; 1, 5, 8-9 in V2838; 1 in V2901; 5, 8-9 in V2902; 5-6, 8-9 in V2903 V2905 Code Frequency --------------------- 0 12406 1 97 5 127 8 21 9 1 2906 F37e. Will you be eligible if you continue to work for this employer? ____________________________________________________________ 1. Yes 3. Depends [Inap IN V2907] 5. No [Inap in V2907] 8. DK [Inap in V2907] 9. NA [Inap in V2907] 0. Inap, 5, 8-9 in V2717; 1, 5, 8-9 in V2838; 1 in V2901; 5, 8-9 in V2902; 6, 8-9 in V2903; 1, 5, 8-9 in V2905 V2906 Code Frequency --------------------- 0 12383 1 127 3 18 5 116 8 7 9 1 2907 F37f. How many more years will you have to work for this employer before you will be included in a pension plan? ____________________________________________________________ Code # YEARS (01-25) 01. One year or less 98. DK 99. NA 00. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; 1 in V2901; 5, 8-9 in V2902; 6, 8-9 in V2903; 1, 5, 8-9 in V2905; 3, 5, 8-9 in V2906 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2907 108 2.76 3.41 1.00 19.00 2908 F38. In how many different plans of this sort are you included on this job? ____________________________________________________________ Code # OF PLANS (01-15) 01. [Inap in V3009-V3050, V3109-V3151] 02. [Inap in V3109-V3151] 03. [Inap in V3151] 98. DK 99. NA 00. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2908 4452 1.33 0.59 1.00 8.00 TYPE A PLANS (PLANS 1, 2, and 3) 2909[1] F39. (RB, BOTTOM OF P. 4) I would like to know what type 3009[2] of plan this is. (In some retirement plans, Type A, 3109[3] benefits are usually based on a formula involving age, years of service and salary. In other plans, Type B, money is accumulated in an account for you.) Is your (first/next) plan Type A or Type B? ____________________________________________________________ [NOTE: Definition: 401-K, 403-B, ESOP, SRA, Thrift/ Savings, and Stock/Profit sharing are all Type B retirement plans.] 1. Type A (formula) [Plan 1: place 0 in V2910, V2932-V2950] [Plan 2: place 0 in V3010, V3032-V3050] [Plan 3: place 0 in V3110, V3132-V3150] 2. Type B (account) [Plan 1: place 0 in V2910-V2931] [Plan 2: place 0 in V3010-V3031] [Plan 3: place 0 in V3110-V3131] 3. Both [Plan 1: place 0 in V2932-V2950] [Plan 2: place 0 in V3032-V3050] [Plan 3: place 0 in V3132-V3150] 8. DK [Plan 1: place 0 in V2910, V2932-V2950] [Plan 2: place 0 in V3010, V3032-V3050] [Plan 3: place 0 in V3110, V3132-V3150] 9. NA [Plan 1: place 0 in V2910, V2932-V2950] [Plan 2: place 0 in V3010, V3032-V3050] [Plan 3: place 0 in V3110, V3132-V3150] 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further mention V2909 Code Frequency --------------------- 0 8196 1 2703 2 1511 3 140 8 93 9 9 V3009 Code Frequency --------------------- 0 11404 1 199 2 1017 3 13 8 15 9 4 V3109 Code Frequency --------------------- 0 12463 1 15 2 159 3 2 8 9 9 4 2910[1] F40. For that part of your plan where money is 3010[2] accumulated in an account, how much is in the 3110[3] account at present? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; [Plan 1: 1-2, 8-9 in V2909] [Plan 2: 1-2, 8-9 in V3009] [Plan 3: 1-2, 8-9 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2910 83 41574.17 63657.92 700.00 400000.00 V3010 5 12469.00 9851.26 5000.00 26000.00 V3110 1 3000.00 . 3000.00 3000.00 2911[1] F41. How much do you currently contribute (as a percent 3011[2] of your pay or amount of money per month or year)? 3111[3] [NOTE: Include contributions through salary deductions, union dues or other sources.] -- PERCENT ____________________________________________________________ Code PERCENT to 2 decimal places (000.50-100.00) 00000. Nothing 99996. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in dollars [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] 99998. DK 99999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2911 1963 248.97 477.34 0.00 5000.00 V3011 178 158.26 475.47 0.00 5000.00 V3111 2 1000.00 707.11 500.00 1500.00 2912[1] F41. How much do you currently contribute (as a percent 3012[2] of your pay or amount of money per month or year)? 3112[3] [NOTE: Include contributions through salary deductions, union dues or other sources.] -- DOLLARS ____________________________________________________________ Code actual amount (00001-99979) or from Range Card (99980-99989) 99998. DK 99999. NA 00000. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in percent [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2912 507 535.84 1815.68 3.00 25000.00 V3012 25 659.68 1668.98 2.00 7500.00 V3112 12651 0.12 8.15 0.00 850.00 2913[1] F41. PER 3013[2] ____________________________________________________________ 3113[3] 2. Week 3. Every 2 weeks 4. Month 6. Year 7. Other [NOTE: Make Card] 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in percent [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] V2913 Code Frequency --------------------- 0 12130 2 73 3 69 4 306 6 59 9 15 V3013 Code Frequency --------------------- 0 12624 2 6 3 1 4 15 6 4 9 2 V3113 Code Frequency --------------------- 0 12644 2 2 4 5 9 1 2914[1] F42. For how many years altogether have you been included 3014[2] in this plan? 3114[3] [NOTE: Include years with other employers if same plan.] ____________________________________________________________ Code YEARS (01-50) 01. One year or less 98. DK 99. NA 00. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2914 2897 16.60 10.15 1.00 45.00 V3014 221 13.88 9.35 1.00 42.00 V3114 23 12.00 8.79 1.00 32.00 2915[1] F43. At what age do you expect to start receiving 3015[2] benefits from this plan? 3115[3] ____________________________________________________________ [NOTE: If R answers "In ____ years", convert to AGE using birthdate at P.1, A1.] Code AGE (30-95) 96. "Anytime"; No age requirement; "any age" using birthdate 98. DK 99. NA 00. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2915 2645 61.93 3.70 30.00 95.00 V3015 209 62.22 3.86 40.00 73.00 V3115 21 60.71 4.78 52.00 70.00 2916[1] F44. About how much do you expect your benefits to be? 3016[2] (As a percent of your pay at retirement, or as an 3116[3] amount per month or year?) -- PERCENT ____________________________________________________________ Code % OF FINAL PAY to 2 decimal places (000.50- 100.00) 00000. None 99996. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in dollars [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] 99998. DON'T KNOW 99999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2916 432 5650.71 2085.15 0.00 10000.00 V3016 16 4225.00 2377.25 100.00 8000.00 V3116 2 5150.00 6858.94 300.00 10000.00 2917[1] F44. About how much do you expect your benefits to be? 3017[2] (As a percent of your pay at retirement, or as an 3117[3] amount per month or year?) -- DOLLARS PER or LUMP SUM AMOUNT ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in percent [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2917 1330 9415.27 47180.31 12.00 1000000.00 V3017 111 13779.79 46742.45 90.00 350000.00 V3117 11 46063.09 93079.13 144.00 300000.00 2918[1] F44. PER 3018[2] ____________________________________________________________ 3118[3] 2. Week 3. Every 2 weeks 4. Month 5. Quarter 6. Year 8. Lump sum; one-time payment 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in percent [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] V2918 Code Frequency --------------------- 0 11279 2 5 3 1 4 1099 6 127 8 106 9 35 V3018 Code Frequency --------------------- 0 12538 4 91 6 7 8 14 9 2 V3118 Code Frequency --------------------- 0 12640 4 7 8 5 F45. (Most pension plans have a normal retirement age at which full benefits -- sometimes called unreduced benefits -- can be received. Some plans allow retirement at an earlier age, usually with reduced benefits. And in many plans, normal retirement age depends on years of service.) 2919[1] F45. What is the earliest age at which you would be 3019[2] eligible to receive full or unreduced pension 3119[3] benefits from this job? ____________________________________________________________ Code AGE (30-95) 96. "Anytime"; No age requirement; "any age" 98. DON'T KNOW [Plan 1: place 0 in V2920-V2924] [Plan 2: place 0 in V3020-V3024] [Plan 3: place 0 in V3120-V3124] 99. NA [Plan 1: place 0 in V2920-V2924] [Plan 2: place 0 in V3020-V3024] [Plan 3: place 0 in V3120-V3124] 00. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2919 2672 61.01 4.71 30.00 95.00 V3019 209 60.89 4.75 35.00 73.00 V3119 22 59.73 4.55 49.00 65.00 2920[1] F46. How much would these full or unreduced benefits be 3020[2] (as a percentage of your pay at retirement or amount 3120[3] of dollars per month or year)? -- PERCENT ____________________________________________________________ Code % OF FINAL PAY to 2 decimal places (000.50- 100.00) 99998. DON'T KNOW 99999. NA 00000. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909; 98-99 in V2919] [Plan 2: 2 in V3009; 98-99 in V3019] [Plan 3: 2 in V3109; 98-99 in V3119] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2920 500 5383.51 2388.21 50.00 10000.00 V3020 21 4790.48 2865.82 100.00 10000.00 V3120 2 5150.00 6858.94 300.00 10000.00 2921[1] F46. How much would these full or unreduced benefits be 3021[2] (as a percentage of your pay at retirement or amount 3121[3] of dollars per month or year)? -- LUMP SUM ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DON'T KNOW 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909; 98-99 in V2919] [Plan 2: 2 in V3009; 98-99 in V3019] [Plan 3: 2 in V3109; 98-99 in V3119] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2921 1045 7540.89 36277.10 12.00 600000.00 V3021 86 10383.31 34068.55 100.00 250000.00 V3121 9 38316.00 69275.53 144.00 200000.00 2922[1] F46. PER 3022[2] ____________________________________________________________ 3122[3] 2. Week 3. Every 2 weeks 4. Month 5. Quarter 6. Year 8. Lump sum; one-time payment 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909; 98-99 in V2919] [Plan 2: 2 in V3009; 98-99 in V3019] [Plan 3: 2 in V3109; 98-99 in V3119] V2922 Code Frequency --------------------- 0 11569 2 6 4 873 6 104 8 66 9 34 V3022 Code Frequency --------------------- 0 12565 4 72 6 4 8 9 9 2 V3122 Code Frequency --------------------- 0 12642 4 6 8 3 9 1 2923[1] F47. If you work with this employer until (AGE AT F45), 3023[2] how much do you expect your pay to be? 3123[3] ____________________________________________________________ [Assume amount here is coded to 2 decimal places (cents) when the next (PER) var = '1. Hour.'] Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909; 98-99 in V2919] [Plan 2: 2 in V3009; 98-99 in V3019] [Plan 3: 2 in V3109; 98-99 in V3119] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2923 1428 23820.60 30576.88 14.00 250000.00 V3023 96 37474.59 53984.18 139.00 300000.00 V3123 13 55012.54 81178.36 144.00 300000.00 2924[1] F47. PER 3024[2] ____________________________________________________________ 3124[3] 1. Hour 2. Week 3. Every 2 weeks 4. Month 6. Year 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further mention [Plan 1: 2 in V2909; 98-99 in V2919] [Plan 2: 2 in V3009; 98-99 in V3019] [Plan 3: 2 in V3109; 98-99 in V3119] V2924 Code Frequency --------------------- 0 9974 1 364 2 54 3 16 4 327 6 699 9 1218 V3024 Code Frequency --------------------- 0 12440 1 19 2 3 3 2 4 20 6 53 9 115 V3124 Code Frequency --------------------- 0 12630 1 2 4 3 6 9 9 8 2925[1] F48. What is the earliest age at which you could leave 3025[2] this employer and start to receive pension benefits? 3125[3] ____________________________________________________________ Code AGE (30-95) 96. "Anytime"; No age requirement; "any age" 98. DK [Plan 1: 0 in V2926-V2928] [Plan 2: 0 in V3026-V3028] [Plan 3: 0 in V3126-V3128] 99. NA [Plan 1: 0 in V2926-V2928] [Plan 2: 0 in V3026-V3028] [Plan 3: 0 in V3126-V3128] 00. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2925 2614 58.05 4.77 30.00 77.00 V3025 197 58.31 4.57 38.00 65.00 V3125 20 56.85 4.65 48.00 65.00 2926[1] F49. INTERVIEWER CHECKPOINT 3026[2] ____________________________________________________________ 3126[3] 1. Same age in F45 and F48 [Plan 1: 0 in V2927-V2928] [Plan 2: 0 in V3027-V3028] [Plan 3: 0 in V3127-V3128] 2. All others 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909; 98-99 in V2925] [Plan 2: 2 in V3009; 98-99 in V3025] [Plan 3: 2 in V3109; 98-99 in V3125] V2926 Code Frequency --------------------- 0 10028 1 1324 2 1300 V3026 Code Frequency --------------------- 0 12453 1 114 2 85 V3126 Code Frequency --------------------- 0 12632 1 11 2 9 2927[1] F50. By how much would your pension be reduced from full 3027[2] benefits if you left this job at (AGE IN F48)? 3127[3] -- PERCENT ____________________________________________________________ Code % to 2 decimal places (000.50-100.00) 00000. Would not be reduced 99996. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909; 98-99 in V2925; 1 in V2926] [Plan 2: 2 in V3009; 98-99 in V3025; 1 in V3026] [Plan 3: 2 in V3109; 98-99 in V3125; 1 in V3126] 99998. DK 99999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2927 732 2732.32 2167.36 0.00 10000.00 V3027 56 2119.64 1897.43 0.00 6000.00 V3127 6 1750.00 1261.35 0.00 3300.00 2928[1] F50. PER 3028[2] ____________________________________________________________ 3128[3] 2. Week 3. Every 2 weeks 4. Month 5. Quarter 6. Year 8. Lump sum; one-time payment (% given on 1st line of box) 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909; 98-99 in V2925; 1 in V2926] [Plan 2: 2 in V3009; 98-99 in V3025; 1 in V3026] [Plan 3: 2 in V3109; 98-99 in V3125; 1 in V3126] V2928 Code Frequency --------------------- 0 11352 4 65 5 2 6 82 8 445 9 706 V3028 Code Frequency --------------------- 0 12567 4 7 6 3 8 26 9 49 V3128 Code Frequency --------------------- 0 12643 8 4 9 5 2929[1] F51. Does the amount of your pension depend on Social 3029[2] Security benefits, in that when you start receiving 3129[3] Social Security benefits your pension benefits will be reduced? ____________________________________________________________ 1. Yes 5. No [Plan 1: 0 in V2930] [Plan 2: 0 in V3030] [Plan 3: 0 in V3130] 8. DK [Plan 1: 0 in V2930] [Plan 2: 0 in V3030] [Plan 3: 0 in V3130] 9. NA [Plan 1: 0 in V2930] [Plan 2: 0 in V3030] [Plan 3: 0 in V3130] 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plan [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 2: 2 in V3109] V2929 Code Frequency --------------------- 0 9707 1 328 5 2277 8 316 9 24 V3029 Code Frequency --------------------- 0 12421 1 22 5 188 8 16 9 5 V3129 Code Frequency --------------------- 0 12622 1 3 5 20 8 1 9 6 2930[1] F51a. When will this change take place: automatically at 3030[2] age 62, automatically at age 65, when you start 3130[3] receiving Social Security benefits, or at some other time? ____________________________________________________________ 1. At age 62 2. At age 65 3. When Social Security benefits begin 4. At some other time 8. DK 9. NA 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909; 5, 8-9 in V2929] [Plan 2: 2 in V3009; 5, 8-9 in V3029] [Plan 3: 2 in V3109; 5, 8-9 in V3129] V2930 Code Frequency --------------------- 0 12324 1 100 2 71 3 133 4 13 8 6 9 5 V3030 Code Frequency --------------------- 0 12630 1 6 2 4 3 9 4 1 8 1 9 1 V3130 Code Frequency --------------------- 0 12649 3 2 9 1 2931[1] F52. Rather than regular retirement benefits, could you 3031[2] choose to receive a lump-sum settlement from this 3131[3] plan when you retire? ____________________________________________________________ 1. Yes 2. Yes, partial lump sum 5. No 8. DK 9. NA 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 2 in V2909] [Plan 2: 2 in V3009] [Plan 3: 2 in V3109] V2931 Code Frequency --------------------- 0 9707 1 1069 2 91 5 1439 8 310 9 36 V3031 Code Frequency --------------------- 0 12421 1 107 2 4 5 91 8 21 9 8 V3131 Code Frequency --------------------- 0 12622 1 10 5 11 8 3 9 6 TYPE B PLANS (PLANS 1, 2, AND 3] 2932[1] F54. (Could you tell me a little more about this plan?) 3032[2] Is it a thrift or savings plan, a 401K, a 3132[3] Supplemental Retirement Account, a profit-sharing plan, a stock purchase plan or what? ____________________________________________________________ 01. Thrift or savings; "savings and investment plan"; "deferred compensation"; "civil service" 02. 401K/403B/SRA; "tax shelter"; combination of 01 and 02; 457K 03. Profit sharing; combination of 03 and O4 04. Stock purchase, ESOP (Employee Stock Option Plan) 05. Annuity (incl. tax deferred) (TIAA-CREF) 06. Money Purchase Plan 11. IRA; 'IRA/SEP' 12. SEPP: Simplified Employee Pension Plan 15. Combination of 02 and 03 16. Combination of 01 and 04 17. Combination of 02 and 04 97. Other 98. DK 99. NA 00. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] V2932 Code Frequency --------------------- 0 11141 1 269 2 686 3 255 4 79 5 33 6 3 11 20 12 6 15 6 16 5 17 5 97 15 98 113 99 16 V3032 Code Frequency --------------------- 0 11636 1 237 2 485 3 86 4 100 5 53 11 7 15 2 16 1 17 3 97 13 98 10 99 19 V3132 Code Frequency --------------------- 0 12493 1 36 2 40 3 17 4 52 5 3 11 2 97 7 99 2 2933[1] F55. For how many years altogether have you been included 3033[2] in this plan? [INCLUDE YEARS WITH OTHER EMPLOYERS, 3133[3] IF SAME PLAN.] ____________________________________________________________ Code YEARS (01-50) 01. One year or less 98. DK 99. NA 00. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2933 1488 8.47 7.60 1.00 40.00 V3033 998 7.87 6.29 1.00 35.00 V3133 152 10.75 8.56 1.00 36.00 2934[1] F56. How much does (your employer/the business) 3034[2] contribute (as a percent of your pay or amount of 3134[3] money per month or year)? -- PERCENT ____________________________________________________________ [NOTE: If F56 says "All" or "100%" and F57 says "nothing", code F56=NA.] 00000. Nothing Code PERCENT to 2 decimal places (000.25-100.00) 99991. Employer contributes 1-24% of R's contribution 99992. Employer contributes 25-49% of R's contribution 99993. Employer contributes 50-74% of R's contribution 99994. Employer contributes 75-99% of R's contribution 99995. Employer contributes 100% of R's contribution 99996. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in dollars [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] 99997. Depends on profits/earnings 99998. DON'T KNOW 99999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2934 830 1000.77 1925.14 0.00 10000.00 V3034 770 672.38 1737.69 0.00 10000.00 V3134 60 1668.13 2926.17 0.00 10000.00 2935[1] F56. How much does (your employer/the business) 3035[2] contribute (as a percent of your pay or amount of 3135[3] money per month or year)? -- DOLLARS ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in percent [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2935 175 1774.58 6140.21 2.00 60000.00 V3035 73 1070.14 1771.85 5.00 10000.00 V3135 9 1649.00 2010.20 65.00 5000.00 2936[1] F56. PER 3036[2] ____________________________________________________________ 3136[3] 2. Week 3. Every 2 weeks 4. Month 5. Quarter 6. Year 8. Lump sum; one-time payment 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in percent [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] V2936 Code Frequency --------------------- 0 12466 2 27 3 11 4 60 5 2 6 74 9 12 V3036 Code Frequency --------------------- 0 12575 2 10 3 3 4 23 6 35 8 1 9 5 V3136 Code Frequency --------------------- 0 12640 4 2 6 7 9 3 2937[1] F57. How much do you currently contribute (as a percent 3037[2] of your pay or amount of money per month or year)? 3137[3] -- PERCENT ____________________________________________________________ Code PERCENT to 2 decimal places (000.50-100.00) 00000. Nothing 99996. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in dollars [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] 99998. DK 99999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2937 1059 509.24 808.83 0.00 10000.00 V3037 646 659.15 833.43 0.00 10000.00 V3137 67 440.39 369.55 0.00 1500.00 2938[1] F57. How much do you currently contribute (as a percent 3038[2] of your pay or amount of money per month or year)? 3138[3] -- DOLLARS ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in percent [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2938 295 1503.19 9206.57 2.00 150000.00 V3038 309 1034.91 2252.41 5.00 10000.00 V3138 32 1061.09 2184.17 4.00 9000.00 2939[1] F57. PER 3039[2] ____________________________________________________________ 3139[3] 2. Week 3. Every 2 weeks 4. Month 5. Quarter 6. Year 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; R answers in percent [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] V2939 Code Frequency --------------------- 0 12353 2 73 3 33 4 135 5 2 6 53 9 3 V3039 Code Frequency --------------------- 0 12341 2 49 3 25 4 175 6 59 9 3 V3139 Code Frequency --------------------- 0 12619 2 4 4 20 6 8 9 1 2940[1] F58. How much money is in your account at present? 3040[2] ____________________________________________________________ 3140[3] 0 000 000. Nothing Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 996. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] 9 999 998. DK 9 999 999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2940 1019 39741.79 98239.66 0.00 1200000.00 V3040 768 37079.84 69224.48 0.00 1250000.00 V3140 108 43081.40 92173.93 180.00 600000.00 2941[1] F59. Are you able to choose how the money in your account 3041[2] is invested? 3141[3] ____________________________________________________________ 1. Yes 5. No [Plan 1: 0 in V2942] [Plan 2: 0 in V3042] [Plan 3: 0 in V3142] 8. DK [Plan 1: 0 in V2942] [Plan 2: 0 in V3042] [Plan 3: 0 in V3142] 9. NA [Plan 1: 0 in V2942] [Plan 2: 0 in V3042] [Plan 3: 0 in V3142] 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] V2941 Code Frequency --------------------- 0 11141 1 715 5 743 8 38 9 15 V3041 Code Frequency --------------------- 0 11636 1 632 5 343 8 13 9 28 V3141 Code Frequency --------------------- 0 12493 1 68 5 81 8 2 9 8 2942[1] F60. Is the money in this account invested mostly in 3042[2] stocks, mostly in interest earning assets, is it 3142[3] about evenly split between these, or what? ____________________________________________________________ 1. Mostly or all stock; "mutual funds"--NFS 2. Mostly or all interest earning; "bonds"--NFS 3. Split (incl. "diversified portfolio") 7. Other [NOTE: Make Card] 8. DK 9. NA 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909; 5, 8-9 in V2941] [Plan 2: 1, 3, 8-9 in V3009; 5, 8-9 in V3041] [Plan 3: 1, 3, 8-9 in V3109; 5, 8-9 in V3141] V2942 Code Frequency --------------------- 0 11937 1 178 2 172 3 311 7 6 8 36 9 12 V3042 Code Frequency --------------------- 0 12020 1 183 2 169 3 253 7 8 8 13 9 6 V3142 Code Frequency --------------------- 0 12583 1 29 2 14 3 23 9 3 2943[1] F61. Does this plan allow you to receive benefits in the 3043[2] form of a lump sum payment? 3143[3] ____________________________________________________________ 1. Yes 2. Yes, partial lump sum 5. No 8. DK 9. NA 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] V2943 Code Frequency --------------------- 0 11141 1 1148 2 72 5 172 8 109 9 10 V3043 Code Frequency --------------------- 0 11636 1 838 2 49 5 76 8 42 9 11 V3143 Code Frequency --------------------- 0 12493 1 132 2 7 5 10 8 4 9 6 2944[1] F62. Does it allow you to receive benefits in the form of 3044[2] installments or a monthly pension? 3144[3] ____________________________________________________________ 1. Yes 5. No [Plan 1: 0 in V2945] [Plan 2: 0 in V3045] [Plan 3: 0 in V3145] 8. DK [Plan 1: 0 in V2945] [Plan 2: 0 in V3045] [Plan 3: 0 in V3145] 9. NA [Plan 1: 0 in V2945] [Plan 2: 0 in V3045] [Plan 3: 0 in V3145] 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] V2944 Code Frequency --------------------- 0 11141 1 1069 5 252 8 173 9 17 V3044 Code Frequency --------------------- 0 11636 1 707 5 208 8 75 9 26 V3144 Code Frequency --------------------- 0 12493 1 98 5 37 8 14 9 10 2945[1] F62a. What is the youngest age at which you could leave 3045[2] this employer and start receiving a monthly pension 3145[3] or installments from this plan? ____________________________________________________________ Code AGE (35-80) 96. "Anytime"; No age requirement; "any age" 98. DK 99. NA 00. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909; 5, 8-9 in V2944] [Plan 2: 1, 3, 8-9 in V3009; 5, 8-9 in V3044] [Plan 3: 1, 3, 8-9 in V3109; 5, 8-9 in V3144] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2945 914 59.47 4.16 35.00 75.00 V3045 583 58.39 3.85 43.00 70.00 V3145 78 58.64 4.54 42.00 69.00 2946[1] F63. At what age do you expect to start receiving any 3046[2] benefits from this plan? 3146[3] ____________________________________________________________ Code AGE (35-80) 98. DK 99. NA 00. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V2946 1302 62.83 3.34 41.00 80.00 V3046 904 62.04 3.51 46.00 80.00 V3146 135 62.40 4.25 46.00 80.00 F63a. In what form do you expect to receive benefits? (As a lump sum payment, as a monthly pension, as installments, or what?) [CHECK ALL THAT APPLY.] 2947[1] F63aA. LUMP SUM (incl. "rollover into another account") 3047[2] ____________________________________________________________ 3147[3] [Plan 1: NOTE: Use same code for V2948-2949] [Plan 2: NOTE: Use same code for V3048-3049] [Plan 3: NOTE: Use same code for V3148-3149] 1. Checked 5. Not checked 8. DK to entire QF63a 9. NA to entire QF63a 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] V2947 Code Frequency --------------------- 0 11141 1 554 5 784 8 141 9 32 V3047 Code Frequency --------------------- 0 11636 1 382 5 519 8 83 9 32 V3147 Code Frequency --------------------- 0 12493 1 66 5 67 8 17 9 9 2948[1] F63aB. INSTALLMENTS (incl. "take out as needed") 3048[2] ____________________________________________________________ 3148[3] V2948 Code Frequency --------------------- 0 11141 1 187 5 1152 8 140 9 32 V3048 Code Frequency --------------------- 0 11636 1 162 5 739 8 84 9 31 V3148 Code Frequency --------------------- 0 12493 1 20 5 113 8 17 9 9 2949[1] F63aC. MONTHLY PENSION 3049[2] ____________________________________________________________ 3149[3] V2949 Code Frequency --------------------- 0 11141 1 602 5 737 8 140 9 32 V3049 Code Frequency --------------------- 0 11636 1 347 5 555 8 83 9 31 V3149 Code Frequency --------------------- 0 12493 1 41 5 92 8 17 9 9 2950[1] F63aD. OTHER 3050[2] ____________________________________________________________ 3150[3] 1. Checked [NOTE: Make Card] 2. Leave money invested, live on interest/dividends 5. Not checked 8. DK to entire QF63a 9. NA " " " 0. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans [Plan 1: 1, 3, 8-9 in V2909] [Plan 2: 1, 3, 8-9 in V3009] [Plan 3: 1, 3, 8-9 in V3109] V2950 Code Frequency --------------------- 0 11141 1 2 5 1332 8 144 9 33 V3050 Code Frequency --------------------- 0 11636 1 5 2 2 5 891 8 86 9 32 V3150 Code Frequency --------------------- 0 12493 1 2 2 3 5 126 8 19 9 9 3151 F65. [IF 4 OR MORE:] Altogether how much do you have in your account balance(s) for any other pension plans or savings plan(s) from this job? ____________________________________________________________ 0 000 000 NOTHING Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 996. Inap, 5, 8-9 in V2717; 5, 8-9 in V2838; No further plans; 1, 3, 8-9 in V3109; 01-03 in V2908 9 999 998. DK 9 999 999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3151 11 53641.64 77690.92 3000.00 250000.00 3201 F66. Counting high school graduation as 12 years, about how many years of school would you say are needed to do your job reasonably well? ____________________________________________________________ 00. None Code YEARS OF SCHOOL (01-17) 17. 17 grades or more 96. Inap, 5, 8-9 in V2717 98. DK 99. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3201 8151 11.64 4.64 0.00 17.00 [Return to Beginning] [Table of Contents] [Previous Section] [Next Section]