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.

None

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.

There are no account maintenance fees. If a participant chooses to receive paper statements and confirmations, rather than electronic, a fee of $1.50/month ($18.00/year) is charged to the account to cover printing, mailing, and other associated costs.

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.

Oklahoma 529

Oklahoma

None.

None.

None.

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

None.

None.

None.

None.

my529

Utah

None.

None

None.

A $25 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 529

Wisconsin

None.

None.