Compare 529 Plans by Features

Plan

Enrollment or application fee

Account maintenance fee

None.

None.

None.

None

None.

$20 annually, waived for Arkansas residents.

None.

None.

None.

$20 for accounts with less than $10,000, waived for Colorado residents and for accounts opting to receive all documents electronically.

DC College Savings Plan

District of Columbia

None

$15, reduced to $10 for DC residents, waived for accounts with a balance of $15,000 or more.

None.

None.

None.

None.

None.

$20 annually; none for account owners who are Hawaii residents.

None.

$20 annually unless either the account owner or beneficiary is a resident of Idaho.

None.

$20 annually, waived for Indiana residents or beneficiaries and for accounts with $25,000.

None.

None.

KY Saves 529

Kentucky

None.

None.

None.

None.

None.

None.

None.

$20 for account owners who have not elected to receive plan documents by electronic delivery

None.

$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.

None.

$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.

None.

$10 annual minimum balance fee for accounts with a balance of less than $1,000 that do not have automatic deposit; waived for Nevada residents.

None.

None.

NC 529 Plan

North Carolina

None.

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.

None.

$20 annually, waived for : (i) Accounts with a Participant or Designated Beneficiary that is a resident of North Dakota; (ii) Accounts, established prior to February 28, 2002, with a Participant or Designated Beneficiary that was a resident of South Dakota at the time such Account was established; and (iii) Accounts in the New Baby Match, BND Match and Kindergarten Kickoff Match programs.

None.

$10 annually, waived for accounts that have elected electronic delivery of all documents.

None.

None.

None.

None.

my529

Utah

None.

None

None.

A $10 mail delivery fee is charged annually, waived for accounts that have elected electronic delivery of all documents.

Invest529

Virginia

Effective May 1, 2014, VA529 no longer charges an application fee for this program if application is submitted online.

None.

None

$30 annually

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.

Edvest

Wisconsin

None.

None.