Plan Ledger DOL Form 5500 · updated monthly

8-KOI, Inc.401(k)

8-KOI, INC. 401(K) PLAN · MELBOURNE, FL · plan year 2022

Reported admin expense ratio · 2022
0.13%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

8-KOI, Inc. reported $2,469 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $658 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (3,154th of 3,644), and 4,668th of 4,798 in finance & insurance. In 2022, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,824,936
Participants with balances48
Active participants160
Employer contributions$105,340
Employee contributions$241,151
Employer contribution per active participant$658
Average account balance$38,020
Benefits paid to participants$32,499
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS, PLLC
The 8-KOI, Inc. 401(k) match · 2022
Employer contribution per active participant$658
Median for plans this size$1,114

8-KOI, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,469 · 0.13%
Similar plansFinance & Insurance · Florida
Potentis Capital LLC FL$1.9M · 0.12%
Flexshopper, LLC FL$1.8M · 0.56%
A&D Mortgage LLC FL$1.5M · 0.36%
American Bancard LLC FL$1.3M · 0.91%
Ffi Holdings Florida Inc. FL$1.1M · 1.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263089577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.