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 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

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Compass Investors, LLC  • P.O. Box 94 • Kenilworth, IL • 60043-0094 • USA •1.866.54.COMPASS (1.866.542.6672)