Compare by Features

Plan	Enrollment or application fee:	Account maintenance fee:	Program management fees:	Expenses of the underlying investments:	Total asset-based expense ratio:
CollegeCounts 529 Fund Alabama	None	$12 annually, waived if either the account owner or designated beneficiary is an Alabama resident.	0.25%	Approximate range is 0.09% to 0.14% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.06% to 0.95% in the individual-fund portfolios.	0.31% - 1.20%
CollegeCounts 529 Fund Advisor Plan Alabama	None, but contributions may be subject to a sales charge depending on share class	$12 annually, waived if either the account owner or designated beneficiary is an Alabama resident.	0.42%, including a 0.10% administrative fee to the state, plus distribution/servicing fee of 0.25% (Class A), 0.50% (Class C), or 0.00% (Class F). The BlackRock Cash option has no state administrative, distribuiton, or servicing fee.	Approximate range is 0.12% to 0.64% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.12% to 1.15% in the individual-fund portfolios.	Class A: 0.44% - 1.82% Class C: 0.44% - 2.07% Class F: 0.44% - 1.57%
Prepaid Affordable College Tuition (PACT) Program Alabama	$100
John Hancock Freedom 529 Alaska	None, but contributions may be subject to a sales charges depending on share class	$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). For payroll deduction accounts, a $15 annual fee is charged if the balance is less than $6,000.	All portfolios except Money Market: 0.40% (includes state fee of 0.05%) plus distribution fees of 0.25% (Class A) or 1.00% (Classes B and C2). Money Market Portfolio: 0.30% (no state fee) plus distribution fee of 0.25%.	Approximate range is 0.64% to 0.95% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.55% to 0.93% in the individual-fund portfolios, and 0.47% in the money market portfolio.	Class A: 1.20% - 1.60% Class B: 1.95% - 2.35% Class C2: 1.95% - 2.35% Money Market: 1.02%
T. Rowe Price College Savings Plan Alaska	None	$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.	0.20% manager fee, including 0.04% fee to the state	Approximate range is 0.55% to 0.71% in the age-based portfolios and 0.40% to 0.72% in the static portfolios (portfolio weighted averages).	0.68% - 1.00%
University of Alaska College Savings Plan Alaska	None	$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.	0.20% manager fee, including 0.04% fee to the state. Fee waived for the ACT Portfolio.	Approximate range is 0.55% to 0.71% in the age-based portfolios and 0.33% to 0.72% in the static portfolios (portfolio weighted averages).	0.33% - 1.00%
Arizona Family College Savings Program - CollegeSure® 529 Plan Arizona	None	None	None	Not applicable, interest rate on CD is tied to a formula.
Fidelity Arizona College Savings Plan Arizona	None	None	0.15% for the index fund options (includes 0.02% state fee); 0.20% for the actively managed fund options (includes 0.02% state fee).	Ranges from approximately 0.10% to 0.20% annualized in the index fund portfolios and from approximately 0.39% to 0.84% annualized in the actively managed fund portfolios.	0.25% - 1.04%
InvestEd Plan Arizona	None; contributions may be subject to a sales charge	$20 annually for accounts with less than $25,000, waived for Arizona residents	None	Approximate range is 0.94% to 1.14% in the InvestEd Portfolios, including the 0.25% 12b-1 distribution fee, and 0.88% to 1.67% in the Individual Fund Portfolios, including the 0.25% 12b-1 distribution fee.	0.88% - 1.67%
GIFT College Investing Plan Arkansas	None	$20 annually (waived for Arkansas residents)	0.75% manager fee; fee includes underlying fund expenses and a 0.125% fee to the state	Not applicable, included in the program management fee.	0.75%
iShares 529 Plan Arkansas	None	$10 annually; waived for accounts with $20,000 or more.	Year-of-Enrollment and Asset Allocation Portfolios: 0.40% manager fee, including 0.05% state administration fee Custom Portfolios: 0.35% manager fee, including 0.05% state administration fee	Approximate range is 0.15% to 0.25% (portfolio weighted average) in the Year-of-Enrollment and Asset Allocation Portfolios, and 0.15% to 0.72% in the Custom Portfolios.	0.50% - 1.07%
ScholarShare Advisor College Savings Plan California	None, but contributions may be subject to a sales charge depending on unit class	$20 annually for accounts with less than $25,000 (waived with automatic contributions)	0.20% management fee (includes 0.10% fee to the state), plus distribution/servicing fees as follows: Fixed income, individual-fund portfolios: 0.15% (Class A), 0.90% (Class B), 1.00% (Class C), or 0.75% (Class P) All other portfolios: 0.25% (Class A), 1.00% (Classes B and C), or 0.75% (Class P)	Approximate range is 0.53% to 0.82% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.39% to 1.03% in the individual-fund portfolios.	Class A: 0.84% - 1.48% Class B: 1.59% - 2.23% Class C: 1.59% - 2.23% Class P: 1.34% - 1.98%
The ScholarShare College Savings Plan California	None	None	0.15% for the index fund options (including a state fee of 0.05%); 0.20% for the actively managed fund options (including a state fee of 0.10%); and 0.80% for the Social Choice Portfolio (including a state fee of 0.10%).	Ranges from approximately 0.10% to 0.20% annualized in the index fund portfolios and from 0.39% to 0.84% annualized in the actively managed fund portfolios. The 0.80% manager fee for the Social Choice Portfolio includes underlying investment expenses.	0.25% - 1.04%
Direct Portfolio College Savings Plan Colorado	None	$20 for accounts with $10,000 or less, waived for Colorado and Wyoming residents and for accounts opting to receive all documents electronically.	0.52% manager fee; fee includes underlying fund expenses and a 0.10% fee to the state	Not applicable, included in the program management fee.	0.52%
Prepaid Tuition Fund Colorado	None
Scholars Choice College Savings Program Colorado	None, but contributions may be subject to a sales charge depending on share class	$20 annual fee, waived for account owners or beneficiaries who are Colorado or Wyoming residents and for accounts with at least $2,500	0.10% administrative fee to the state plus distribution/servicing fees of 0.25% (Class A), 0.95% (Class B), or 0.75% (Class C); 1.09% combined fee for the Cash Reserve option and for the U.S. Treasury Zero-Coupon Bond Target Maturity option includes underlying fund expenses.	Approximate range is 0.48% to 0.82% (portfolio weighted average) in the age-based and static multi-fund portfolios.	Class A: 0.83% - 1.17% Class B: 1.53% - 1.87% Class C: 1.33% - 1.67% Class O: 1.09% Cash Reserve Option: 1.09% U.S. Treasury Zero-Coupon Target Maturity Portfolios: 1.09%
Smart Choice College Savings Plan Colorado	None.	None.	None. (FirstBank pays Colorado CollegeInvest an administrative fee of 0.10% of assets.)	Not applicable.	None.
Stable Value Plus College Savings Program Colorado	None	None	0.75% administrative fee to the state	Not applicable, included in the program management fee.	0.75%
Connecticut Higher Education Trust (CHET) Connecticut	None	None	0.60% manager fee; fee includes underlying fund expenses and a 0.01% fee to the state. None for the Principal Plus Interest option.	Not applicable, included in the program management fee.	0.60%; none for Principal Plus Interest Option.
Delaware College Investment Plan Delaware	None	None	0.15% for the index fund options (includes 0.025% state fee); 0.20% for the actively managed fund options (includes 0.05% state fee).	Ranges from approximately 0.10% to 0.20% annualized in the index fund portfolios and from approximately 0.39% to 0.84% annualized in the actively managed fund portfolios.	0.25% - 1.04%
DC 529 College Savings Program (Adviser-sold) District of Columbia	None for D.C. residents; $25 for non-D.C. residents. Contributions are also subject to a sales charge that varies based on the particular portfolio and the amount invested.	$30 (reduced to $15 for DC residents)	0.15% management fee, including 0.05% administrative fee to D.C.	Approximate range is 0.49% to 1.16% (portfolio weighted average) in the age-based portfolios, 1.16% to 1.69% in the individual-fund portfolios, and 0.35% in the State Street Equity Index portfolio; none for the Acacia Principal Plus portfolio.	0.50% - 1.84% Principal Plus option: 0.15%
DC 529 College Savings Program (Direct-sold) District of Columbia	None for D.C. residents; $25 for non-D.C. residents.	$15 for DC residents and $30 for DC non-residents	0.15% management fee, including 0.05% administrative fee to D.C.	Approximate range is 0.49% to 1.16% (portfolio weighted average) in the age-based portfolios, 1.16% to 1.69% in the individual-fund portfolios, and 0.35% in the State Street Equity Index portfolio; none for the Acacia Principal Plus portfolio.	0.50% - 1.84% Principal Plus option: 0.15%
Florida College Investment Plan Florida	$50 ($80 for both this plan and the Florida Prepaid College Plan)	None	0.75% management fee; fee includes underlying investment manager fees	Not applicable, included in the program management fee.	0.75%
Florida Prepaid College Plan Florida	$50 ($80 combined for this plan and the Florida College Investment Plan). A separate $10 fee is assessed to add a tuition fee differential plan, a local fee plan, or a dormitory plan to a tuition plan contract.
Path2College 529 Plan Georgia	None	None	0.65% manager fee for the age-based options includes underlying fund expenses; 0.42% manager fee for the fixed options does not include underlying fund expenses; none for the Guaranteed Option.	Included in the program manager fee for the age-based options; approximate range 0.07% - 0.33% for the fixed options.	0.49% - 0.75%; none for Guaranteed Option
Hawaii's College Savings Program Hawaii	None	$20 annually	0.75% manager fee; fee includes underlying fund expenses.	Not applicable, included in the program manager fee.	0.75%
Idaho College Savings Program (IDeal) Idaho	None	$20 annually unless either the account owner or beneficiary is a resident of Idaho	0.75% program manager fee; fee includes underlying fund expenses and the 0.05% administrative fee to the state	Not applicable, included in the program manager fee.	0.75%
Bright Directions College Savings Program Illinois	$10. Contributions may also be subject to a sales charge depending on share class.	$3 per quarter	0.45% manager fee, plus distribution/servicing fees of 0.25% (Classes A and E, except 0% for Money Market), 0.50% (Class C, except 0% for Money Market), or 0% (Class F).	Approximate range is 0.30% to 0.66% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.12% to 1.20% in the individual-fund portfolios, and 0.40% - 1.59% in the female- and minority-owned portfolios.	Class A: 0.57% - 2.29% Class C: 0.57% - 2.54% Class E: 0.57% - 2.29% Class F: 0.57% - 2.04%
Bright Start College Savings Program - Advisor-sold Plan Illinois	None, but contributions may be subject to a sales charge depending on share class.	None	0.18% - 0.25% (includes 0.03% state administrative fee), plus distribution/servicing fees of 0.25% (Classes A and G), 0.50% (Class C), or 0.00% (Class H)	Approximate range is 0.27% to 0.51% (portfolio weighted average).	Class A: 0.73% - 0.96% Class C: 0.98% - 1.21% Class G: 0.73% - 0.96% Class H: 0.48% - 0.71%
Bright Start College Savings Program - Direct-sold Plan Illinois	None	None for Oppenheimer actively managed portfolios; $10 annually per portfolio for the Vanguard portfolio options	Blended Portfolios: 0.18%-0.42% (includes 0.03% state administrative fee). Index Portfolios: 0.14% (no state administrative fee).	Blended Portfolios: Approximate range is 0.15% to 0.45%. Index Portfolios: Approximate range is 0.06% to 0.08%.	0.20% - 0.68%
College Illinois! 529 Prepaid Tuition Program Illinois	None
CollegeChoice 529 Direct Savings Plan Indiana	None	$20 annually, waived for Indiana residents and for accounts with $25,000.	0.44% in the Age-based option; 0.29% in the Individual portfolios	Approximate range is 0.07% - 0.10% in the Age-based option and 0.06% - 0.64% in the Individual portfolios (portfolio weighted average).	0.35% - 0.93%
CollegeChoice Advisor 529 Savings Plan Indiana	None, but contributions may be subject to a sales charge depending on share class.	$20 annually, waived for accounts with an Indiana resident as beneficiary and for accounts with balances of $25,000 or more.	0.45% manager fee (includes 0.10% state administrative fee) plus distribution expenses of 0.25% (Class A) or 1.00% (Class C).	Approximate range is 0.19% to 0.23% in the Year of Enrollment portfolio option and 0.15% to 1.00% in the Individual portfolio options (portfolio weighted average).	Class A: 0.85% - 1.70% Class C: 1.60% - 2.45%
College Savings Iowa Iowa	None	None	0.50% manager fee; fee includes underlying fund expenses.	Not applicable, included in the program management fee.	0.50%
Iowa Advisor 529 Plan Iowa	None	$25 annually for accounts with less than $25,000	0.40% management fee (includes 0.10% fee to the state), plus distribution/marketing fee of 0.25% (Class A) or 1.00% (Class C)	Approximate range is 0.07% to 1.10%.	Class A: 0.72% - 1.75% Class C: 1.47% - 2.50%
Learning Quest 529 Education Savings Program (Direct-sold) Kansas	None	None	0.20% manager fee (waived for the Money Market portfolio)	Approximate range is 0.35% to 0.73% in the age-based portfolios and 0.05% to 0.86% in the static portfolios (portfolio weighted averages). For the three portfolios used in the index age-based track, an all-in fee of 0.55% includes the 0.20% program manager fee.	0.25% - 1.06%
Learning Quest Advisor Kansas	None, but contributions may be subject to a sales charge depending on share class	None	0.20% manager fee (waived for the Money Market portfolio) plus distribution/servicing fees of 0.25% (Class A), 1% (Class B), or 1% (Class C).	Approximate range is 0.52% to 1.02% in the age-based portfolios and 0.46% to 1.41% in the static portfolios (portfolio weighted averages).	Class A: 0.71% - 1.86% Class B: 1.46% - 2.61% Class C: 1.21% - 2.61%
Schwab 529 College Savings Plan Kansas	None	None	0.20% manager fee	Approximate range is 0.25% - 1.21% (portfolio weighted average).	0.45% - 1.41%
Kentucky Education Savings Plan Trust Kentucky	None	None	0.65% manager fee for the Managed Allocation option includes underlying fund expenses; 0.47% manager fee for the Equity Index, Balanced, and Fixed Income options, and 0.37% fee for the Active Equity Option, do not include underlying fund expenses. No fee for the Guaranteed Option.	Managed Allocation Option: included in the program management fee. 100% equity options: 0.11% - 0.54% Balanced Option: 0.27% Fixed Income Option: 0.19%	0.58% - 0.91%; none for Guaranteed Option
Kentucky's Affordable Prepaid Tuition (KAPT) Kentucky	$50 for the first contract and $25 for subsequent contracts
START Saving Program Louisiana	None	None	None	None for the Fixed Earnings fund; approximately 0.23% - 0.24% for the Vanguard LifeStrategy funds; approximately 0.05% for the Vanguard Total Stock Market Index Fund Institutional Shares and 0.27% for the Vanguard Total International Stock Index Fund.	0.0125% - 0.24%; None for Fixed Earnings Fund option
NextGen College Investing Plan - Client Direct Series Maine	None	$25 annually on accounts less than $20,000 (waived when the account owner or beneficiary is a Maine resident, for anyone making at least $2,500 in contributions during the year, and for Merrill Lynch employees)	0.20% program manager fee, except the BlackRock Equity Index Portfolio is 0.07%	Approximate range is 0.61% to 0.74% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.35% in the BlackRock Equity Index Portfolio, none for the Principal Plus Portfolio.	0.20% - 0.94%
NextGen College Investing Plan - Client Select Series Maine	None, but contributions may be subject to a sales charge depending on share class	$50 annually on accounts less than $20,000 (waived when the account owner or beneficiary is a Maine resident, 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	For the Principal Plus Portfolio: 0.425% (Class A) or 0.725%(Class C), includes 0.125% fee to the state For all other portfolios: 0.25% (Class A) or 1.00% (Class C), includes 0.15% fee to the state	Approximate range is 0.72% to 1.36% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.96% to 1.31% in the individual-fund portfolios, none for the Principal Plus Portfolio.	Class A: 0.425% - 1.61% Class C: 0.725% - 2.36%
College Savings Plans of Maryland - College Investment Plan Maryland	None	$20 annually for accounts with less than $25,000 (waived with automatic investments)	0.20% manager fee	Approximate range is 0.40% to 0.72% (portfolio weighted average).	0.68% - 1.00%
College Savings Plans of Maryland - Prepaid College Trust Maryland	$75 paper application or $50 with online application, reduced to $20 when purchasing additional years of tuition for the same beneficiary or enrolling a beneficiary with an account in the Maryland College Investment Plan.
U.Fund College Investing Plan Massachusetts	None	None	0.15% for the index fund options (includes 0.075% state fee); 0.20% for the actively managed fund options (includes 0.10% state fee).	Ranges from approximately 0.10% to 0.20% annualized in the index fund portfolios and from approximately 0.39% to 0.84% annualized in the actively managed fund portfolios.	0.25% - 1.04%
U.Plan Massachusetts	None
MI 529 Advisor Plan Michigan	None	None	All except PIMCO Government Money Market Portfolio: 0.60% (includes state fee of 0.10%) plus distribution fees of 0.25% (Class A) or 0.33% - 0.65% (Class C) PIMCO Government Money Market Portfolio: 0.60% (includes state fee of 0.10%) plus distribution fees of 0.10%	Approximate range is 0.45% to 0.74% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.06% to 1.06% in the individual-fund portfolios.	Class A: 0.88% - 1.91% Class C: 0.88% - 1.99%
Michigan Education Savings Program Michigan	None	None	0.45% manager fee; fee includes underlying fund expenses. No fee for the Principal Plus Interest Option.	Not applicable, included in the program management fee.	0.45%; None for the Principal Plus Interest Option
Michigan Education Trust Michigan	On-line enrollment: $25 Enrollment by mail: $35 from 11/2/09 to 1/29/10; $55 from 2/1/10 to 4/30/10; $85 from 5/1/10to 6/30/10
Minnesota College Savings Plan Minnesota	None	None	0.5125% to 0.6125% manager fee, varying by option. The manager fee includes underlying fund expenses and a 0.0125% state fee. No fee for the Guaranteed Option.	Not applicable, included in the program management fee.	0.5125% to 0.6125%. None for the Guaranteed Option.
MACS 529 Advisor Program Mississippi	None, but contributions are subject to a sales charge	$25 for accounts below $25,000	0.70% manager fee. No fee for the Guaranteed Option.	Approximate range is 0.07% to 0.54%; none for the Guaranteed Option.	0.77% - 1.24% None for the Guaranteed Option
Mississippi Affordable College Savings (MACS) Program Mississippi	None	None	0.70% manager fee. No fee for the Guaranteed Option.	Approximate range is 0.19% to 0.25% (portfolio weighted average); none for the Guaranteed Option.	0.89% - 0.95%; None for the Guaranteed Option
Mississippi Prepaid Affordable College Tuition (MPACT) Program Mississippi	$60
MOST - Missouri's 529 Advisor Plan Missouri	None, but contributions may be subject to a sales charge	$25 annually for accounts with less than $25,000	0.30% manager fee plus distribution/marketing fee of 0.25% (Class A) or 1.00% (Class C), except the distribution/marketing fee for the Templeton Growth Portfolio is 0.00% (Class A) or 0.75% (Class C).	Approximate range is 0.14% to 1.01%.	Class A: 0.69% - 1.46% Class C: 1.44% - 2.21%
MOST - Missouri's 529 College Savings Plan (Direct-sold) Missouri	None	None	0.55% manager fee for portfolios containing only Vanguard funds; 0.55% to 1.58% for portfolios containing American Century funds or a blend of American Century and Vanguard funds. Fees includes underlying fund expenses.	Not applicable, included in asset-based management fee.	0.55% - 1.58%
Montana Family Education Savings Program - CollegeSure® 529 Plan Montana	None	None	None	Not applicable, interest rate on CD is tied to a formula.	None
Pacific Life Funds 529 College Savings Plan (Adviser-sold) MT Montana	None, but contributions may be subject to a sales charge depending on share class	$25 annually for accounts with $25,000 or less (waived for accounts with automatic contributions including payroll duduction or accounts purchased at NAV)	None	Class A: Approximate range is 1.22% to 1.42% in target-risk portfolios and 0.78% in the money market portfolio. Classes B and C: Approximate range is 1.97% to 2.17% in the target-risk portfolios. Note: The individual-fund portfolios are no longer available to new investors.	Class A: 0.78% - 1.42% Class B: 1.97% - 2.17% Class C: 1.97% - 2.17%
Pacific Life Funds 529 College Savings Plan (Direct-sold) MT Montana	None	None	None	Approximate range is 1.22% to 1.42% in the target-risk portfolios and 0.78% in the money market portfolio. Note: The individual-fund portfolios are no longer available to new investors.	0.78% - 1.42%
College Savings Plan of Nebraska (Adviser-sold) Nebraska	None, but contributions may be subject to a sales charge depending on share class	$5 quarterly; there is also a one-time fee credit of $10 on accounts enrolled in an automatic investment plan of $25 or more per month	0.60% manager fee plus distribution/servicing fees of 0.35% (Class A), 0.65% (Class C), or 0.10% (Class H)	Approximate range is 0.13% to 0.40% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.05% to 1.04% in the individual-fund portfolios.	Class A: 1.00% - 1.99% Class C: 1.30% - 2.29% Class H: 0.83% - 1.10%
College Savings Plan of Nebraska (Direct-sold) Nebraska	None	$5 quarterly. There is a one-time fee credit of $10 on accounts enrolled in an automatic investment plan of $25 or more per month.	0.60% manager fee	Approximate range is 0.13% to 0.40% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.05% to 1.04% in the individual-fund portfolios.	0.65% - 1.64%
State Farm College Savings Plan Nebraska	None, but contributions may be subject to a sales charge depending on share class	None	0.25% (including 0.05% state fee), plus distribution/servicing fee of 0.25% (Class A) or 1.00% (Class B), except the Money Market Portfolio has no distribution/servicing fee.	Approximate range is 0.15% to 0.73%.	Class A: 0.40% - 1.23% Class B: 0.40% - 1.98%
TD Ameritrade 529 College Savings Plan Nebraska	None	$5 quarterly. There is a one-time fee credit of $10 on accounts enrolled in an automatic investment plan of $25 or more per month.	0.85% manager fee	Approximate range is 0.13% to 0.42% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.05% to 1.04% in the individual-fund portfolios.	0.90% - 1.89%
Columbia 529 Plan Nevada	None, but contributions may be subject to a sales charge depending on share class	$25 annually for accounts with less than $25,000	0.30% manager fee, plus distribution/servicing fees of 0.25% (Class A) or 1.00% (Classes B and C)	Approximate range is 0.51% to 0.81% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.20% to 1.26% in the individual-fund portfolios.	Class A: 0.50% - 1.81% Class B: 1.78% - 2.56% Class C: 1.63% - 2.56%
Nevada Prepaid Tuition Program Nevada	$100
The Upromise College Fund Nevada	None	$20 annually unless either the account owner or beneficiary is a resident of Nevada	0.57% manager fee; fee includes underlying fund expenses.	Not applicable, included in the program management fee.	0.57%
The Vanguard 529 Savings Plan Nevada	None	$20 annually on accounts below $3,000	0.44% manager fee for the age-based options and a range of 0.44% to 0.66% for all other options. Fees include underlying fund expenses.	Not applicable, included in the program management fee.	0.44% - 0.66%
USAA 529 College Savings Plan Nevada	None	$15 annual account maintenance fee unless 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	0.63% to 1.14%; fee includes underlying fund expenses.	Not applicable, included in program management fee.	0.63% - 1.14%
Fidelity Advisor 529 Plan New Hampshire	None, but contributions may be subject to a sales charge depending on unit class	$20 annually for accounts with less than $25,000 (waived with automatic contributions)	0.20% management fee (includes 0.12% fee to the state), plus distribution/servicing fees as follows: Fixed income, individual-fund portfolios: 0.15% (Class A), 0.90% (Class B), 1.00% (Class C), or 0.75% (Class P) All other portfolios: 0.25% (Class A), 1.00% (Classes B and C), or 0.75% (Class P)	Approximate range is 0.53% to 0.81% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.39% to 1.03% in the individual-fund portfolios.	Class A: 0.84% - 1.48% Class B: 1.59% - 2.23% Class C: 1.59% - 2.23% Class P: 1.34% - 1.98%
UNIQUE College Investing Plan New Hampshire	None	None	0.15% for the index fund options (includes 0.10% state fee); 0.20% for the actively managed fund options (includes 0.12% state fee).	Ranges from approximately 0.10% to 0.20% annualized in the index fund portfolios and from approximately 0.39% to 0.84% annualized in the actively managed fund portfolios.	0.25% - 1.04%
Franklin Templeton 529 College Savings Plan New Jersey	None, but contributions may be subject to a sales charge depending on share class	$25 annually for accounts with $25,000 or less (waived for NJ residents and for accounts in the automatic investment plan)	0.40% manager fee, plus distribution/servicing fees of 0.25% (Class A), or 1.00% (Classes B and C)	Approximate range is 0.39% to 0.90% (portfolio weighted average) in the age-based and objective-based portfolios, and 0.20% to 0.87% in the individual-fund portfolios.	Class A: 0.85% - 1.55 Class B: 1.60% - 2.30% Class C: 1.60% - 2.30%
NJBEST 529 College Savings Plan New Jersey	None	None	0.20% manager fee	Approximate range is 0.20% to 0.87% (portfolio weighted average) in the age-based and objective-based portfolios and 0.20% to 0.56% in the individual-fund portfolios.	0.40% - 1.07%
Scholar'sEdge New Mexico	None, but contributions may be subject to a sales charge depending on share class	$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)	0.20% management fee (includes 0.10% fee to the state), plus distribution/servicing fees of 0.25% for Class A and 1.00% for Classes B and C, except that the Short Term Yield Portfolio has no distribution/servicing fees.	Approximate range is 0.56% to 0.87% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.15% to 1.04% in the individual-fund portfolios, and 0.01% in the Capital Preservation Portfolio.	Class A: 0.35% - 1.49% Class B: 0.35% - 2.24% Class C: 0.35% - 2.24%
The Education Plan's College Savings Program New Mexico	None	$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).	0.15% management fee (includes 0.05% fee to the state) for index-only options; 0.20% management fee (includes 0.10% fee to the state) for all other options.	Approximate range is 0.17% to 0.26% (portfolio weighted average) for index-only options, and 0.15% to 0.57% (portfolio weighted average) for all other options.	0.32% - 0.77%
New York's 529 College Savings Program - Advisor Plan New York	None, but contributions may be subject to a sales charge depending on share class	$25 annually for accounts with $25,000 or less	0.30% manager fee, plus distribution/servicing fees of 0.25% (Class A) or 1.00% (Classes B and C)	Approximate range is 0.47% to 0.95% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.64% to 1.31% in the individual-fund portfolios, and 0.25% in the Columbia Thermostat NY 529 portfolio.	Class A: 0.80% - 1.86% Class B: 1.55% - 2.61% Class C: 1.55% - 2.61%
New York's 529 College Savings Program - Direct Plan New York	None	None	0.25% manager fee; fee includes underlying fund expenses.	Not applicable, included in the program management fee.	0.25%
National College Savings Program North Carolina	None	None	0.25%	Active Core Equity Fund: Approximately 0.65% NC Treasurer Dependable Income Fund: Less than 0.05% V Fund Options: Approximately 0.06% to 0.32% Federally-Insured Deposit Account: None	<0.25% - 0.90%
College SAVE North Dakota	None	$20 annually (waived for North Dakota residents)	0.85% manager fee; fee includes underlying fund expenses and the 0.10% fee to the state.	N/A, included in the program management fee.	0.85%
BlackRock CollegeAdvantage 529 Plan Ohio	None, but contributions may be subject to a sales charge depending on share class.	$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.	0.35% (includes 0.10% fee to the state), plus distribution/servicing fees of 0.25% (Class A) or 1.00% (Class C).	Approximate range is 0.38% to 1.41%.	Class A: 0.98% - 2.01% Class C: 1.73% - 2.76%
Ohio CollegeAdvantage - Guaranteed Savings Fund Ohio	None
Ohio CollegeAdvantage 529 Savings Plan Ohio	None	None	Multi-manager ("Advantage") age-based option: 0.16% - 0.17% manager fee including 0.13% - 0.15% fee to the state. Vanguard age-based and static portfolios except Vanguard 500 Index Option: 0.19% manager fee including 0.15% fee to the state. Vanguard 500 Index Option: 0.14% management fee including 0.10% fee to the state. GE Asset Management option: 0.16% manager fee including 0.15% fee to the state. PIMCO and OppenheimerFunds options: 0.15% fee to the state only. Fifth Third options: No fees.	Advantage multi-manager portfolios: Approximately 0.26% to 0.39% Vanguard portfolios: Approximately 0.05% to 0.29% PIMCO: Approximately 0.56% to 0.64% OppenheimerFunds: Approximately 0.89% GE Asset Management: Approximately 0.55% Fifth Third options: None	0.19% - 1.04%. None for Fifth Third options.
Putnam CollegeAdvantage Ohio	None, but contributions may be subject to a sales charge depending on share class	$15 annually; waived if account owner is a resident of Ohio, the balance of all accounts with the same account owner exceeds $25,000, or the account owner makes periodic contributions via automatic bank transfer (minimum $50 per month) or payroll deduction (any amount)	0.10% administrative fee to the state, plus reimbursed expenses of up to 0.01%, plus distribution/servicing fees as follows: Money Market option: Class A: 0.25% Class B: 0.25% Class C: 0.50% All other options: Class A: 0.25% Class B: 1.00% Class C: 1.00%	Approximate range is 0.07% to 1.39%.	Class A: 0.43% - 1.75% Class B: 0.92% - 2.50% Class C: 1.17% - 2.50%
Oklahoma College Savings Plan Oklahoma	None	None	0.62% - 0.65% manager fee. No fee for the Guaranteed Option.	Approximate range is 0.20% to 0.25% (portfolio weighted average) in the age-based portfolios, and 0.17% to 0.34% in the static multi-fund portfolios; none in the Guaranteed Option.	0.79% - 0.99%. None for the Guaranteed Option.
Oklahoma Dream 529 Plan Oklahoma	None, but contributions may be subject to a sales charge depending on share class.	$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).	Program manager fee: 0.50% Servicing and distribution fee: 0.25% (0.10% for Money Market option) Class A distribution fee: None Class C distribution fee: 0.75% (none for Money Market option)	Approximate range is 0.07% to 1.04% (portfolio weighted average).	Class A: 0.82% - 1.79% Class C: 0.92% - 2.54%
MFS 529 Savings Plan Oregon	None, but contributions may be subject to a sales charge depending on share class	$25 annually for accounts with less than $25,000 (waived for Oregon residents)	0.10% management fee (includes state portion), plus distribution/servicing fees of 0.25%-0.35% (Class 529A) or 1.00% (Classes 529B and 529C)	Approximate range is 0.66% to 1.24% in the age-based and static multi-fund portfolios (portfolio weighted averages), and 0.54% to 1.43% in the individual-fund portfolios.	Class A: 0.99% - 1.78% Class B: 1.64% - 2.53% Class C: 1.64% - 2.53%
OppenheimerFunds 529 Plan (Closed) Oregon	None, but contributions may be subject to a sales charge depending on share class	None	0.15% management fee (includes 0.10% fee to the state), plus distribution/servicing fees of 0.25% (Class A) or 1.00% (Classes B and C), except the Money Market Portfolio incurs no distribution/servicing fee.	Approximate range is 0.12% to 0.90% (portfolio weighted average).	Class A: 0.27% - 1.30% Class B: 0.27% - 2.05% Class C: 0.27% - 2.05%
Oregon College Savings Plan Oregon	None	None	0.35% management fee (includes 0.10% fee to the state); none for the Principal Plus Interest Portfolio.	Approximate range is 0.09% to 0.81% (portfolio weighted average).	0.44% - 1.16%; none for Principal Plus Interest Portfolio
Private College 529 Plan Other	None
Pennsylvania 529 Guaranteed Savings Plan Pennsylvania	$50. Discounted to $25 for anyone opening an account within three weeks of receiving enrollment materials or during other special promotions; waived for newborns, newly adopted children, and accounts opened under the Family Savings Account Program.	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.
Pennsylvania 529 Investment Plan Pennsylvania	None	None	0.46% manager fee; fee includes 0.10% fee to the Commonwealth.	0.03% - 0.18%	0.49% - 0.64%
CollegeBoundfund (Adviser-sold) Rhode Island	None, but contributions may be subject to a sales charge depending on share class	$25 annually for accounts with less than $25,000 (waived for Rhode Island residents, for accounts in the automatic contribution plan, and for Alternative R)	Variable by portfolio. Distribution/servicing fees of 0.25% (Classes A, RA), 1.00% (Classes B and C). No distribution/servicing fees for Classes RZ and R.	Approximate range is 0.72% to 0.94% in the age-based and static multi-fund portfolios (portfolio weighted average), and 0.68% to 1.24% in the individual-fund portfolios, inclusive of program manager fees.	Class A: 0.93% - 1.49% Class B: 1.68% - 2.24% Class C: 1.68% - 2.24% Class R (Fee-based): 0.68% - 1.24% Class RA (RI-resident): 0.45% - 1.49% Class RZ (RI-resident): 0.20% - 1.24%
CollegeBoundfund (Direct-sold, Alternative RI) Rhode Island	None	None	0.06% for the Vanguard Total Stock Market Index Portfolio; variable for the other portfolios using AllianceBernstein funds	0.20% in the age-based, approximate range 0.72% to 0.94% in the static multi-fund portfolios (portfolio weighted average), and 0.06% to 1.24% in the individual-fund portfolios.	0.06% - 1.24%
Future Scholar 529 College Savings Plan (Adviser-sold) South Carolina	None, but contributions may be subject to a sales charge depending on share class	$25 annually for accounts with less than $10,000 (waived for South Carolina residents, state employees, Bank of America employees, and for accounts in the automatic contribution plan)	0.30% management fee (includes 0.10% fee to the state), plus distribution/servicing fees of 0.25% (Class A), 1.00% (Classes B and C), or 0.50% (Class E)	Approximate range is 0.45% to 0.97% (portfolio weighted average) in the age-based portfolios, 0.66% to 1.27% in the individual-fund portfolios, and 0.10% in the Stable Capital portfolio.	Class A: 0.65% - 1.82% Class B: 1.40% - 2.57% Class C: 1.40% - 2.57% Class E: 0.90% - 2.07%
Future Scholar 529 College Savings Plan (Direct-sold) South Carolina	None	None	0.20% manager fee	Approximate range is 0.31% to 0.42% (portfolio weighted average) in the aged-based portfolios, and 0.14% to 0.20% in the individual-fund portfolios, and 0.10% in the Stable Capital portfolio.	0.30% - 0.62%
South Carolina Tuition Prepayment Program South Carolina	$85
CollegeAccess 529 (Adviser-sold) South Dakota	None, but contributions may be subject to a sales charge depending on share class	$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.	0.35% manager fee (waived for SD residents), plus distribution/servicing fees of 0.35% (Classes A and SD-A), 1.10% (Classes B and C), or 0.65% (Class SD-C)	Approximate range is 0.42% to 0.89% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.64% to 2.56% in the individual-fund portfolios.	Class A: 1.12% - 3.26% Class B: 1.87% - 4.01% Class C: 1.87% - 4.01% Class SD-A: 0.77% - 2.91% Class SD-C: 1.42% - 3.56%
CollegeAccess 529 (Direct-sold) South Dakota	None	None	None	Approximate range is 0.52% to 0.69% (portfolio weighed average) in the age-based portfolios, and 0.65% to 1.05% in the individual-fund portfolios. The program manager reimburses the investment portfolio to the extent the weighted average expense of the portfolio exceeds 0.65%.	0.52% - 1.05%
Tennessee's BEST Prepaid College Tuition Plan Tennessee	None
Lonestar 529 Plan Texas	None, but contributions may be subject to a sales charge depending on share class	None	0.25% manager fee for all portfolios except for the Socially Responsible Portfolio which has a 0.30% manager fee. Manager fees include a 0.10% administrative fee to the state. Additional distribution/servicing fees of 0.25% (Class A) or 1.00% (Classes B and C).	Approximate range of underlying fund expenses is 0.46% to 0.63% in the age-based and static multi-fund portfolios, and 0.15% to 0.90% in the individual-fund portfolios.	Class A: 0.40% - 1.27% Class B: 0.40% - 2.15% Class C: 0.40% - 2.15%
Texas College Savings Plan Texas	None	None	0.53% manager fee for the Index Portfolios which includes all underlying fund expenses; 0.25% manager fee (including 0.10% state administrative fee) for the Blended Portfolios and Money Market Portfolio which does not include underlying fund expenses.	Fund expenses in the Index portfolios are included in the program management fee. Fund expenses are 0.15% in the Money Market Portfolio and in the Blended Portfolios range from 0.34% to 0.63%.	0.40% - 0.88%
Texas Guaranteed Tuition Plan Texas	$50
Texas Tuition Promise Fund Texas	$25
Utah Educational Savings Plan (UESP) Utah	None	$3 per $1,000 of account balance up to a maximum of $15 annually (waived for Utah residents and for non-Utah residents who agree to electronic delivery of account statements); charged monthly.	0.15% - 0.22% annualized administrative fee; charged monthly. The fee is waived for Option 1: Public Treasurer's Investment Fund (PTIF) for Utah residents only.	Range is 0.025% to 0.45% (portfolio weighted average), except the State Public Treasurer's Investment Fund (PTIF) and the FDIC Insured Savings option incur no additional expenses.	0.18% - 0.35% (Utah residents 0.00% - 0.35%) for Options 1-11. Option 12 can be anywhere between 0.22% and 0.67% depending on the investment mix selected.
Vermont Higher Education Investment Plan Vermont	None	None	0.53% manager fee for the age-based option includes underlying mutual fund expenses, and will be reduced to 0.50% when the plan reaches $150 million in assets or to 0.45% when the plan reaches $225 million in assets; 0.45% manager fee for static fund options does not include underlying fund expenses; no fee for the Principal Plus Interest Option.	Included in the program manager fee for the age-based option. For the static fund options, underlying expenses range from approximately 0.08% to 0.44%.	0.53% - 0.89%. None for the Principal Plus Interest Option.
CollegeAmerica Virginia	$10; contributions may also be subject to a sales charge depending on share class	$10 annually	None (0.10% state administrative fee is included in the underlying fund expenses)	Approximate range is 0.64% to 1.22% for Class 529-A, 1.43% to 2.05% for Class 529-B, 1.49% to 2.04% for Class 529-C, 0.99% to 1.52% for Class 529-E, and 0.49% to 1.02% for Class 529-F-1.	Class 529-A: 0.64% - 1.22% Class 529-B: 1.43% - 2.05% Class 529-C: 1.49% - 2.04% Class 529-E: 0.99% - 1.52% Class 529-F-1: 0.49% - 1.02%
CollegeWealth Virginia	Fees set by participating banks or financial institutions.	Fees set by participating banks or financial institutions.	0.10% state administrative fee is included in the bank or financial institution fees.		Not applicable, interest rates are established by the participating bank or financial institution.
Virginia Education Savings Trust (VEST) Virginia	$25 non-refundable one-time fee	None	0.20% manager fee, except 0.10% manager fee for the Money Market portfolio.	Approximate range is 0.10% to 0.28% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.06% to 0.80% in the individual-fund portfolios.	0.20% - 1.00%
Virginia Prepaid Education Program (VPEP) Virginia	$25 non-refundable application fee
Guaranteed Education Tuition (GET) Washington	$50 ($100 limit per family)
SMART529 Prepaid Tuition Plan West Virginia	None
SMART529 Select West Virginia	None	$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.	0.47% management fee (includes 0.05% to the state)	Approximate range is 0.18% to 0.30% (portfolio weighted average).	0.65% - 0.77%
SMART529 WV Direct College Savings Plan West Virginia	None	None	0.22% manager fee (includes 0.07% to the state), except for Stable Value, which is 0.20% (includes 0.05% to the state) and 500 Index Fund, which is 0.30% (includes .05% to the state)	Approximate range is 0.08% to 0.80%.	0.38% to 1.02%
The Hartford SMART529 West Virginia	None	$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.	0.25% management fee (includes 0.07% to the state) except Stable Value has 0.23% management fee (includes 0.05% to the state), plus distribution/servicing fees of 0.25% (Class A), 0.80% (Class B), or 0.99% (Class C).	Approximate range is 0.40% to 1.35%.	Class A: 0.88% - 1.85% Class B: 1.43 - 2.40% Class C: 1.62% - 2.59%
EdVest (Adviser-sold) Wisconsin	None, but contributions may be subject to a sales charge depending on share class	$20 annually on accounts with less than $25,000, waived for Wisconsin residents and for automatic deposits	Program manager fee (to be reduced in 0.02% increments as plan assets reach specified breakpoints): Wells Fargo age-based, static blend, and Money Market portfolios: 0.20% Non-Wells Fargo individual-fund portfolios: 0.30% Additional distribution/servicing fees: Class A: 0.25% Class B (no longer available for purchase): 0.95% Class C except Money Market: 1.00% Class C Money Market only: 0.25% These figures do not include the 0.10% state administrative fee (0.05% for Money Market) which is currently being waived.	Approximate range is 0.46% to 0.84% (portfolio weighted average) in the Wells Fargo age-based and static multi-fund portfolios, 0.05% to 0.79% in the individual-fund portfolios, and 0.20% in the Money Market portfolio.	Class A: 0.60% - 1.34% Class C: 0.65% - 2.09%
EdVest (Direct-sold) Wisconsin	None	$20 annually on accounts with less than $25,000, waived for Wisconsin residents and for automatic deposits	0.20% manager fee for the Wells Fargo age-based and static portfolios, and 0.30% manager fee for the non-Wells Fargo portfolios. These figures do not include the state administrative fee (0.10% or 0.05% depending on option) which is currently being waived. The manager fee is to be reduced in 0.02% increments as plan assets reach specified breakpoints.	Approximate range is 0.46% to 0.84% (portfolio weighted average) in the Wells Fargo age-based and static multi-fund portfolios, 0.05% to 0.79% in the individual-fund portfolios, and 0.20% in the money market portfolio. The CD options have no underlying expense beyond the management and state administration fee.	0.30% - 1.09%
tomorrow's scholar Wisconsin	None, but contributions may be subject to a sales charge depending on share class	$20 annually on accounts with less than $25,000, waived for Wisconsin residents and for automatic deposits	Ultra-Conservative Portfolio: 0.25% management fee (includes 0.05% fee to the state), plus distribution/servicing fees of 0.25% (Classes A and C), or 0.95% (Class B - no longer available for purchase) All other portfolios: 0.30% management fee (includes 0.10% fee to the state), plus distribution/servicing fees of 0.25% (Class A), 0.95% (Class B - no longer available for purchase), or 1.00% (Class C)	Approximate range is 0.20% to 0.87% (portfolio weighted average).	Class A: 0.70% - 1.42% Class C: 0.70% - 2.17%
Direct Portfolio College Savings Plan WY Wyoming	None	$20 for accounts with $10,000 or less, waived for Colorado and Wyoming residents and for accounts opting to receive all documents electronically.	0.52% manager fee; fee includes underlying fund expenses and the 0.10% to the state of Colorado.	Not applicable, included in the program management fee.	0.52%
Stable Value Plus College Savings Plan Wyoming	None	None	0.75% administrative fee to the state of Colorado.	N/A, included in the program management fee.	0.75%

Register to Receive our Free Newsletters!

bullet Login to My Account

- advertisement -