|
Enter Variables in the YELLOW boxes
below.
|
|
|
|
1. Enter your CURRENT SALARY
(e.g., 40,000, 100,000, etc.):
|
|
|
|
2. Enter your CURRENT RETIREMENT PLAN
BALANCE
(e.g., 10,000, 100,000, etc.):
|
|
|
3. Enter the % OF YOUR SALARY that
YOU are
contributing to your Retirement Plan:
|
|
|
4. Enter % OF YOUR SALARY that
YOUR COMPANY is
contributing to your Retirement Plan:
|
|
|
|
5. Enter your expected average lifetime
yearly SALARY INCREASE (average=3.0%)
|
|
|
6.
Enter the Horizon™long-term AAR for your Plan
(average = 11.6%)
|
|
|
|
7.
Enter the AAR to compare Horizon™ results with
(e.g., the average AAR = 5.0%)
|
|
|
|
|
Copyright © Compass
Investors, LLC
|
|
|
|
|
|
|
|
|
After you have answered ALL questions above,
Scroll Down to see the comparison…
|
|
|
|
|
|
|
After this many years…
|
Your Plan Balance
|
Your Plan Balance
|
Therefore, your total Plan
Balance using Horizon™
will be…
|
|
with
Horizon's™
|
with the Comparison
|
|
|
|
|
will
be…
|
will be…
|
|
3
|
|
|
|
|
|
5
|
|
|
|
|
|
10
|
|
|
|
|
|
15
|
|
|
|
|
|
20
|
|
|
|
|
|
25
|
|
|
|
|
|
30
|
|
|
|
|
|
35
|
|
|
|
|
|
40
|
|
|
|
|
