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Compare by Features
| Plan | Account maintenance fee: |
|
MOST - Missouri's 529 College Savings Plan (Direct-sold) Missouri |
$10 annually, waived for account owners or beneficiaries who are Missouri residents, by choosing electronic delivery for all plan documents, or for accounts with greater than $10,000. |
|
iShares 529 Plan Arkansas |
$10 annually, waived for accounts with $20,000 or more. |
|
CollegeAmerica Virginia |
$10 annually. |
|
CollegeCounts 529 Fund Alabama |
$12 annually, waived if either the account owner or designated beneficiary is an Alabama resident. |
|
CollegeCounts 529 Fund Advisor Plan Alabama |
$12 annually, waived if either the account owner or designated beneficiary is an Alabama resident. |
|
Putnam 529 for America Nevada |
$15 annual account maintenance fee for accounts with less than $25,000, waived for residents of Nevada, accounts in an automatic investment plan, or participants in particular corporate payroll deduction plans and affinity programs. |
|
USAA 529 College Savings Plan Nevada |
$15 annual account maintenance fee, waived if either the account owner or beneficiary is a resident of Nevada. There is also a $15 annual minimum balance fee for accounts with a balance of less than $5,000 that are not in an automatic investment plan. |
|
Scholars Choice College Savings Program Colorado |
$20 annual fee, waived for account owners or beneficiaries who are Colorado or Wyoming residents and for accounts with at least $2,500. |
|
University of Alaska College Savings Plan Alaska |
$20 annually for accounts with less than $25,000, fee is prorated across all accounts for the same account owner and beneficiary if the total balance of all accounts is less than $25,000. The fee is waived for investments in the ACT portfolio and with automatic bank account investments or payroll deductions or if the total balance of all accounts owned by the same account owner, regardless of the beneficiary, is at least $75,000. |
|
T. Rowe Price College Savings Plan Alaska |
$20 annually for accounts with less than $25,000, fee is prorated across all accounts for the same account owner and beneficiary if the total balance of all accounts is less than $25,000. The fee is waived with automatic bank account investments or payroll deductions or if the total balance of all accounts owned by the same account owner, regardless of the beneficiary, is at least $75,000. |
|
Ivy Funds InvestEd Plan Arizona |
$20 annually for accounts with less than $25,000, waived for Arizona residents. |
|
Fidelity Advisor 529 Plan New Hampshire |
$20 annually for accounts with less than $25,000, waived with automatic contributions. |
|
College Savings Plans of Maryland -- College Investment Plan Maryland |
$20 annually for accounts with less than $25,000, waived with automatic investments. |
|
The Vanguard 529 Savings Plan Nevada |
$20 annually on accounts below $3,000. |
|
Idaho College Savings Program (IDeal) Idaho |
$20 annually unless either the account owner or beneficiary is a resident of Idaho. |
|
CollegeChoice Advisor 529 Savings Plan Indiana |
$20 annually, waived for accounts with an Indiana resident as beneficiary and for accounts with balances of $25,000 or more. |
|
GIFT College Investing Plan Arkansas |
$20 annually, waived for Arkansas residents. |
|
CollegeChoice 529 Direct Savings Plan Indiana |
$20 annually, waived for Indiana residents or beneficiaries and for accounts with $25,000. |
|
College SAVE North Dakota |
$20 annually, waived for North Dakota residents. |
|
SSgA Upromise 529 Plan Nevada |
$20 annually, waived if either the account owner or beneficiary is a resident of Nevada or if the account owner is invested in the Savings Portfolio at the time the annual fee is assessed. |
|
Hawaii's College Savings Program Hawaii |
$20 annually. |
|
Direct Portfolio College Savings Plan Colorado |
$20 for accounts with less than $2,500, waived for Colorado residents and for accounts opting to receive all documents electronically. |
|
New York's 529 Advisor-Guided College Savings Plan New York |
$25 annually for accounts with $25,000 or less. |
|
Future Scholar 529 College Savings Plan (Advisor-sold) South Carolina |
$25 annually for accounts with less than $10,000, waived for South Carolina residents and state employees, and for accounts in the automatic contribution plan. |
|
The Education Plan's College Savings Program New Mexico |
$25 annually for accounts with less than $10,000, waived if either the designated beneficiary or account owner is a New Mexico resident, for accounts in an automatic contribution plan, and for accounts with all assets invested in index options. |
|
MFS 529 Savings Plan Oregon |
$25 annually for accounts with less than $25,000, waived for Oregon residents. |
|
CollegeBoundfund (Advisor-sold) Rhode Island |
$25 annually for accounts with less than $25,000, waived for Rhode Island residents, for accounts in the automatic contribution plan, and for unit class R. |
|
Scholar'sEdge New Mexico |
$25 annually for accounts with less than $25,000, waived if either the designated beneficiary or account owner is a New Mexico resident and for accounts in an automatic contribution plan. |
|
MOST - Missouri's 529 Advisor Plan Missouri |
$25 annually for accounts with less than $25,000. |
|
Tomorrow's Scholar 529 Plan Wisconsin |
$25 annually per account option with $25,000 or less, waived for Wisconsin residents and for automatic deposits. |
|
SMART529 Select West Virginia |
$25 annually, deducted at end of each year. Waived for accounts over $25,000, for WV residents, and for accounts in the automatic investment program. |
|
The Hartford SMART529 West Virginia |
$25 annually, deducted at the end of each year, waived for accounts over $25,000, for WV residents, and for accounts in the automatic investment program. No annual maintenance fee for Class E fee structure. |
|
Montana Family Education Savings Program -- Investment Plan Montana |
$25 annually, waived for accounts with a Montana resident as beneficiary and for accounts with balances of $25,000 or more and for account with automatic bank deposits or by payroll deduction. |
|
IAdvisor 529 Plan Iowa |
$25 annually, waived if the account balance in each investment option is greater than $25,000; waived for accounts with an automatic investment plan or payroll direct deposit of $100 per month in each investment option running on a monthly basis for 12 consecutive months. |
|
BlackRock CollegeAdvantage 529 Plan Ohio |
$25 annually; waived if account owner is a resident of Ohio, the balance of all accounts with the same account owner and beneficiary is $25,000 or more, or the account owner makes periodic contributions via Automatic Investment Plan or payroll deduction. |
|
John Hancock Freedom 529 Alaska |
$25 charged in November of each year. Waived for account balances of $25,000 or more, for account balances of $75,000 or more when combined with other beneficiary accounts, and for accounts in an automatic contribution plan. |
|
MACS 529 Advisor Program Mississippi |
$25 for accounts below $25,000. |
|
Utah Educational Savings Plan (UESP) Utah |
$3 per $1,000 of account balance up to a maximum of $15 annually. Fee is waived for Utah residents and for non-Utah residents who agree to electronic delivery of quarterly account statements. |
|
Bright Directions College Savings Program Illinois |
$3 per quarter |
|
DC 529 College Savings Program (Advisor-sold) District of Columbia |
$30, reduced to $15 for DC residents. |
|
DC 529 College Savings Program (Direct-sold) District of Columbia |
$30, reduced to $15 for DC residents. |
|
CollegeAccess 529 (Advisor-sold) South Dakota |
$5 per quarter for accounts with less than $20,000. The fee is waived for participants with an automatic investment plan, accounts where a common owner has accounts aggregating over $50,000 of value, and for South Dakota residents. |
|
Oklahoma Dream 529 Plan Oklahoma |
$5 quarterly for accounts with less than $20,000, waived with automatic contributions, or if total of all accounts with the same account owner equals or exceeds $50,000. |
|
NextGen College Investing Plan -- Client Select Series Maine |
$50 annually on accounts less than $20,000, waived when the account owner or beneficiary is a Maine resident, for employees of the program manager, for anyone making at least $2,500 in contributions during the year, and for Merrill Lynch employees. The annual account maintenance fee is reduced to $25 if an employer has arranged for an employee payroll direct deposit relationship with the program manager. |
|
National College Savings Program North Carolina |
A $1.50/month ($18.00/year) fee is assessed per Account for paper delivery of statements and confirmations. This fee is waived if the Participant elects to receive electronic delivery. |
|
Pennsylvania 529 Guaranteed Savings Plan Pennsylvania |
Beginning September 1, 2009, the plan imposes a 0.49% asset-based fee ($4.90 per $1,000 of account value per year) paid via reduction in plan credits. |
|
CollegeWealth Virginia |
Fees set by participating banks or financial institutions. |
|
NextGen College Investing Plan -- Client Direct Series Maine |
None |
|
Nebraska Education Savings Trust -- Direct College Savings Plan Nebraska |
None |
|
Franklin Templeton 529 College Savings Plan New Jersey |
None |
|
TNStars College Savings 529 Program Tennessee |
None |
|
Bright Start College Savings Program -- Direct-sold Plan Illinois |
None for Oppenheimer actively managed portfolios, $10 annually per portfolio for the Vanguard portfolio options. |
|
Arizona Family College Savings Program -- CollegeSure® 529 Plan Arizona |
None. |
|
Fidelity Arizona College Savings Plan Arizona |
None. |
|
The ScholarShare College Savings Plan California |
None. |
|
Smart Choice College Savings Plan Colorado |
None. |
|
Stable Value Plus College Savings Program Colorado |
None. |
|
Connecticut Higher Education Trust (CHET) Connecticut |
None. |
|
Connecticut Higher Education Trust (CHET) -- Advisor Plan Connecticut |
None. |
|
Delaware College Investment Plan Delaware |
None. |
|
Florida 529 Savings Plan Florida |
None. |
|
Path2College 529 Plan Georgia |
None. |
|
Bright Start College Savings Program -- Advisor-sold Plan Illinois |
None. |
|
CollegeChoice CD 529 Savings Plan Indiana |
None. |
|
College Savings Iowa Iowa |
None. |
|
Learning Quest 529 Education Savings Program (Direct-sold) Kansas |
None. |
|
Learning Quest Advisor Kansas |
None. |
|
Schwab 529 College Savings Plan Kansas |
None. |
|
Kentucky Education Savings Plan Trust Kentucky |
None. |
|
START Saving Program Louisiana |
None. |
|
U.Fund College Investing Plan Massachusetts |
None. |
|
MI 529 Advisor Plan Michigan |
None. |
|
Michigan Education Savings Program Michigan |
None. |
|
Minnesota College Savings Plan Minnesota |
None. |
|
Mississippi Affordable College Savings (MACS) Program Mississippi |
None. |
|
Montana Family Education Savings Program -- Bank Plan Montana |
None. |
|
Nebraska Education Savings Trust -- Advisor College Savings Plan Nebraska |
None. |
|
State Farm College Savings Plan Nebraska |
None. |
|
TD Ameritrade 529 College Savings Plan Nebraska |
None. |
|
UNIQUE College Investing Plan New Hampshire |
None. |
|
NJBEST 529 College Savings Plan New Jersey |
None. |
|
New York's 529 College Savings Program -- Direct Plan New York |
None. |
|
Ohio CollegeAdvantage 529 Savings Plan Ohio |
None. |
|
Oklahoma College Savings Plan Oklahoma |
None. |
|
Oregon College Savings Plan Oregon |
None. |
|
Pennsylvania 529 Investment Plan Pennsylvania |
None. |
|
CollegeBoundfund (Direct-sold, Alternative RI) Rhode Island |
None. |
|
Future Scholar 529 College Savings Plan (Direct-sold) South Carolina |
None. |
|
CollegeAccess 529 (Direct-sold) South Dakota |
None. |
|
Lonestar 529 Plan Texas |
None. |
|
Texas College Savings Plan Texas |
None. |
|
Vermont Higher Education Investment Plan Vermont |
None. |
|
Virginia529 inVEST Virginia |
None. |
|
SMART529 WV Direct College Savings Plan West Virginia |
None. |
|
Edvest Wisconsin |
None. |

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