For Plan Rules, please visit the Admin Manual: Link
There are four different documents associated with the SOA:
- SOA – Statement of Account: The SOA – Statement of Account lists the invoices and returns for the reconciliation period, along with the remaining balance of each invoice.
- SOA – Contributions Reconciliation Summary: The SOA – Contributions Reconciliation Summary provides a summary of Remitted and Reported Contributions, along with the outstanding balance i.e. the difference between remitted and reported contributions.
- SOA – Remitted Contributions: The SOA – Remitted Contributions will list the employer remittance declarations for the reconciliation period. This report is available for regular remitted contributions and ad-hoc remitted contributions.
- SOA – Reported Contributions by Member: The SOA – Reported Contributions by Member lists members and their contributions for the reconciliation period. This report is available for regular remitted contributions and ad-hoc remitted contributions.
The following are instructions on how to access the Statement of Account (SOA) and associated documents. Follow the steps below to find where SOA documents are housed in HOOPP Insight. Instructions for each of the different documents can be found in their corresponding sections.
| From the My Reports & Documents tile, select Documents and then select View All.... | ||
| In the Specific Document tab, select the Document Category radio button from the Search By: options. Important: If you administer more than one employer you will have to type the Employer Code in the Employer field for each employer SOA you want to view. | ||
| Select the SOA document you want to access from the list. |
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