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Alcoa - Accumulation Plan

Past 5-year return
New fund
Admin fee
$57
Calculated Fees on 50k
$417
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No information was provided by the fund to SuperRatings, hence an alert rating may be given in areas where a qualitative assessment cannot be made. For available information refer to the fund's PDS.
Alcoa of Australia Retirement Plan was established in 2000 to provide employer-sponsored retirement services to employees and their spouses. The retirement plan services both current and previous employees. This plan does not offer a MySuper product.The Accumulation Plan offers three diversified investment portfolios and a single sector cash investment as options for members. The Growth option underperformed the SuperRatings Index over the 10 year period to 30 June 2018.Fees are lower than the industry average across all assessed account balances. No buy-sell spread, switching or exit fees apply, however a withdrawal fee may be charged. Members can elect to stay in the fund after leaving employment, however fees may vary.The Accumulation Plan offers death and TPD insurance, with the option to increase the cover, if eligible, to a maximum insured value of $10 million and $3 million respectively. All eligible Employee Members are entitled to the basic cover, up to the automatic acceptance limit. Members have access to their accounts online using a range of electronic devices and browsers. The fund also provides access to a range of educational materials, including calculators, planners and investment commentary on the fund's website.
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Fees & fund features

Admin fee
Admin fee
$57
Administration fee (%)
Administration fee (%)
0.00%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.58%
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.14%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$57
Administration fee (%)
Administration fee (%)
0.00%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.58%
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.14%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
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