Q.S. Tip: For a New Comparability PS allocation you can enter the percentage or dollar amount desired for each of the allocation groups in the Allocation Task. There’s an “Autosolve Skip” option that should only be set to Yes when you want to the software exclude a group in the calculation of the suggested correction (ftw Auto-Solve) for a failed test. |
If theplan requires general testing you can run the test and correct failures using the ftwilliam.com software. Expand the General Test section; first you can set testing parameters. Note that you can select to AutoSolve the rate group test at the mid-point, or at 70%, to avoid the need to pass the average benefits test; this option is selected under “Type of General Test”.
When you run the General Test you will see the initial results screen; if the Gateway test or the Rate Group fails then you will see links to Auto Solve. If both tests fail you should look at corrections for the Gateway Test first – click on either option (increasing the contributions to NHCEs or decreasing contributions to HCEs). When you decide which option to select you can click the link to revise the allocations and re-run the test – this will edit the amounts contributed and re-run the General Test to determine whether further corrections are required. If so, continue by running the Auto Solve on the Rate Group Test. If the plan fails the Average Benefit Test you will need review the detailed reports for the best corrective option.
You can review the details by clicking one of the Reports icons.
Q.S. Tip: If the plan passes the Rate Group test at 70% or more the Average Benefits test is not required. If the Rate Group test passes only at the mid-point you will need to pass the Average Benefits test. The results screen will note if the AB test is needed. |
