This is a SuperGuide Super Funds Guide profile of Alcoa of Australia Retirement Plan, including information about investment performance, performance ranking and fund member analysis.
This SuperGuide Super Funds Guide profile is independent information and is not an advertisement for Alcoa of Australia Retirement Plan. The data contained in this profile is sourced from the superannuation regulator, (APRA), and refers to data as at 30 June 2017. APRA will be releasing 2018 data in early 2019.
Snapshot of Alcoa of Australia Retirement Plan
Alcoa of Australia Retirement Plan is a Non public offer Corporate fund (you can find out about the main types of super funds by clicking here).
For the 2017 financial year (1 July 2016 to 30 June 2017), Alcoa of Australia Retirement Plan delivered a one-year rate of return of 10.80%, which was above the average across all funds of 7.01%, which ranked it 16 of the 164 funds that provided investment performance data. Compared to all funds, Alcoa of Australia Retirement Plan was above the average for the five-year period to 2017, and above the average for the ten-year period to 2017.
In terms of total assets, Alcoa of Australia Retirement Plan ranks 79 out of 170 funds that provided asset data, with total assets (as at 30 June 2017) of approximately $2,114 million.
In terms of fund members, Alcoa of Australia Retirement Plan ranks 122 largest of 170 funds, with 5,779 members.
16% of Alcoa of Australia Retirement Plan‘s members are female (compared to an average of 46% across all funds), and 84% are male (compared to an average of 54% across all funds).
The average member account balance for Alcoa of Australia Retirement Plan is $351,000.
Alcoa of Australia Retirement Plan has 8 investment options, N/A MySuper products authorised, and 0% of it’s total assets are invested in a default or MySuper strategy.
Continue reading to find out more about Alcoa of Australia Retirement Plan.
- How well did Alcoa of Australia Retirement Plan perform?
- Alcoa of Australia Retirement Plan fund member profile
- Who runs Alcoa of Australia Retirement Plan?
Note: N/A means this information is not available.
How well did Alcoa of Australia Retirement Plan perform?
In the table below you can discover the investment performance and ranking of Alcoa of Australia Retirement Plan for 1 years, 5 years and 10 years performance to 2017.
Note: The rate of return (ROR) represents the net earnings on superannuation assets and measures the combined earnings of a superannuation fund’s assets across all its products and investment options.
Rate of return for Alcoa of Australia Retirement Plan 1 year, 5 years and 10 years, to 30 June
| Year | Average return | Alcoa of Australia Retirement Plan return | Alcoa of Australia Retirement Plan ranking |
|---|---|---|---|
| 1 year (2017) | 7.01% | 10.80% | Ranked 16 of 164 funds |
| 5 years (2013-2017) | 7.86% | 9.40% | Ranked 46 of 157 funds |
| 10 years (2008-2017) | 3.52% | 3.90% | Ranked 62 of 142 funds |
Data contained in this table as at 30 June 2017
Alcoa of Australia Retirement Plan fund member profile
Alcoa of Australia Retirement Plan has 5,779 members, which ranks it at number 122 largest of 170 funds. Alcoa of Australia Retirement Plan had a growth in the number of member accounts in the 2017 financial year of -8%, which is the 128 largest growth (of 166 funds that provided this information).
In the table below you can discover how many superannuation accounts that Alcoa of Australia Retirement Plan looks after, the age and gender of Alcoa of Australia Retirement Plan fund membership and how that compares across all super funds.
Alcoa of Australia Retirement Plan member profile (age and gender)
| Number of member accounts | Fund percentage | Average percentage across all funds | |
|---|---|---|---|
| Age below age 25 | |||
| Females | N/A | N/A | 5% |
| Males | N/A | N/A | 5% |
| Age 25-34 | |||
| Females | 124 | 2% | 11% |
| Males | 373 | 6% | 13% |
| Age 35-44 | |||
| Females | 180 | 3% | 11% |
| Males | 791 | 14% | 13% |
| Age 45-49 | |||
| Females | 133 | 2% | 5% |
| Males | 665 | 12% | 6% |
| Age 50-54 | |||
| Females | 127 | 2% | 4% |
| Males | 813 | 14% | 5% |
| Age 55-59 | |||
| Females | 114 | 2% | 4% |
| Males | 899 | 16% | 4% |
| Age 60-64 | |||
| Females | 118 | 2% | 3% |
| Males | 608 | 11% | 3% |
| Age 65-69 | |||
| Females | 79 | 1% | 1.6% |
| Males | 340 | 6% | 2% |
| Age 70-74 | |||
| Females | 26 | 0% | 0.9% |
| Males | 177 | 3% | 1.1% |
| Age 75-84 | |||
| Females | N/A | N/A | 0.5% |
| Males | N/A | N/A | 0.6% |
| Age over 85 | |||
| Females | N/A | N/A | 0.1% |
| Males | N/A | N/A | 0.1% |
In the table below the member balances for Alcoa of Australia Retirement Plan members, and how that compares across all super funds.
Alcoa of Australia Retirement Plan member profile (account balances)
| Number of member accounts | Fund percentage | Average percentage across all funds | |
|---|---|---|---|
| Below $1,000 | 58 | 1% | 28% |
| $1,000 to $24,999 | 431 | 7% | 36% |
| $25,000 to $49,999 | 232 | 4% | 10% |
| $50,000 to $99,999 | 480 | 8% | 11% |
| $100,000 to $199,999 | 1,082 | 19% | 8% |
| $200,000 to $499,999 | 2,014 | 35% | 5% |
| $500,000 to $999,999 | 1,268 | 22% | 1% |
| $1m plus | 214 | 4% | Less than 1%% |
Data contained in these tables as at 30 June 2017
Who runs Alcoa of Australia Retirement Plan?
In the table below, you can find the name of the company that runs Alcoa of Australia Retirement Plan and other administration details including, whether the super fund is open to the public (public offer) or not open to general public (non-public offer), how the super fund is structured and the super fund’s Australian Business Number.
| Fund’s RSE licensee | Alcoa of Australia Retirement Plan Pty Ltd |
| Public offer status | Non public offer |
| Fund type | Corporate |
| RSE Membership base | Corporate base |
| RSE licensee ownership type | Employer sponsor (non-public sector) ownership |
| RSE licensee profit status | Not for profit status |
| RSE licensee board structure | Equal representation required by legislation |
| RSE licensee balance date | 30/6/17 |
| ABN | 80928800255 |
| Investment expenses ratio | 0.20% (average is 0.19%) |
| Operating expenses ratio | 0.20% (average is 1.22%) |
Data contained in this table as at 30 June 2017
Copyright text: All explanatory text is the copyright of SuperGuide Pty Ltd. All data information is the copyright of Australian Prudential Regulation Authority (APRA). All data information is licensed under the Creative Commons Attribution 3.0 Australia Licence (CCBY 3.0). APRA will be releasing 2018 data in early 2019.
Please see APRA Disclaimer, Important notice, Explanatory notes and Glossary