Overview

Plan Rating

BrightScope Rating
81
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (31)
Average in Peer Group (69)
Highest in Peer Group (89)

Plan Description

Laird Norton Wealth Management, Inc. Savings & Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Participation Rate, and Salary Deferral. Laird Norton Wealth Management, Inc. Savings & Retirement Plan currently has fewer than 100 active participants and over $10.8M in plan assets.

Did you know?

For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (81) and the top rated plan (89) could equate to:
6
Additional years of work
30,819
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 801 Second Avenue Suite 1600
  • Location
    Seattle , WA
  • 98104
  • Industry
    Commercial Banking
  • Administrator
    Sherry Lehmann
  • Net Plan Assets
    $10,800,000
  • Total Participants
    93
  • Avg Account Balance
    $120,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

15

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Growth Index 20%
N/A
Vanguard Value Index 17%
N/A
PIMCO Total Return 11%
30%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
RBC Wealth Management
Recordkeeper
Milliman, Inc.
Corporate Trustee
Charles Schwab
Auditor
Voldal Wartelle & Co.

Articles and Questions

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