Plan Ledger DOL Form 5500 · updated monthly

Marketwise Solutions LLC401(k)

MARKETWISE SOLUTIONS LLC SAVINGS AND RETIREMENT PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Marketwise Solutions LLC reported $67,504 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,619 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.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 222nd-largest of 1,671 plans among Maryland employers on file, and the 381st of 2,199 in information & media. In 2024, employees put in $3.27 for every $1.00 the employer contributed; active participation has shrunk from 719 to 440 since 2022.

Plan summary
Net assets, end of year$76,721,231
Participants with balances797
Active participants440
Employer contributions$1,592,508
Employee contributions$5,209,850
Employer contribution per active participant$3,619
Average account balance$96,263
Benefits paid to participants$9,337,226
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.7M · 797 accts · $1.6M emplr
2023$67.6M · 840 accts · $2.1M emplr
2022$51.3M · 872 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,685
Investment management$47,819
Total administrative$67,504
The Marketwise Solutions LLC 401(k) match · 2024
Employer contribution per active participant$3,619
Median for plans this size$3,635
2024$3,619 per active participant
2023$3,608 per active participant
2022$3,006 per active participant

Marketwise Solutions LLC's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ROBERT W BAIRD & CO · Investment advisory (plan)$47,819
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,589

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$67,504 · 0.09%
2023$67,943 · 0.11%
2022$17,718 · 0.03%
Same employer
Similar plansInformation & Media · Maryland
The Knot Worldwide MD$86.3M · 0.21%
Urban One, Inc. MD$84.6M · 0.09%
Prometric LLC MD$81.5M · 0.21%
Vectorworks, Inc. MD$46.7M · 0.25%
Recorded Books, Inc. MD$30.9M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352622970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.