Census

CSV or the Excel census template. Common column names are recognized automatically: dates of birth, hire and termination, hours, compensation, prior-year compensation, deferrals, ownership, family, officer, balance.

Census file

Drop the file here, or click to choose one

.csv, .xls, .xlsx

Reading the census

Checking columns and dates

Census loaded

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Provisions

Pick a design and set the adoption agreement provisions. A cross-tested design solves for the lowest non-owner rate that passes every test; a match or deferral-only design is priced from what employees are assumed to defer.

Results

Allocation schedule, cross-testing, and the compliance tests, each with its citation and what it measured.