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Accrual Rate Statistics

Select Include accrual rate statistics to include a chart of accrual rate statistics (minimum, maximum and average) in the U.S. Coverage and General Tests output. The chart will include statistics on headcount, normal accrual rates and most valuable rates. In addition, it will include statistics for other fields specified under this topic. The statistics are shown for all non-excludable employees of the employer (as specified under the Basic Data topic) who benefit under the plan (as specified under the Ratio Percentage and Nondiscriminatory Classification Tests topic). Additionally, statistics are shown for employees with a normal accrual rate greater than zero.

Note that if any of the fields for Plan year compensation, Covered compensation, Average annual (testing) compensation or Permitted disparity factor has already been specified under the Permitted Disparity topic, it is shown here for display only.

Select Include headcount of nonexcludable terminations during plan year and provide the Plan year ending date and Termination date field values, to include counts of terminations during the plan year.