Savingforcollege.com Comparison Study: 529 Fee Table ...
[Pages:11] Comparison Study: 529 Fee Table Examples. Direct-sold 529 plans only Source: 529 plan official offering materials Assumptions: $10,000 investment, 5% annual return Last updated: 3/02/2007
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State
Program
Total Expenses Over 10 Years
Lowest
Next
Highest
Next
Program/Investment fee lowest fee fee highest fee
manager
structure structure structure structure Comments
Alabama
Higher Education 529 Fund
Van Kampen
Unit Class S (no account fee for
this class). Requires Alabama
786
918
1375
1329 residency.
Alaska Alaska Arizona
T. Rowe Price College Savings
Plan
T. Rowe Price
1135
1265
1462
Includes a $25 (waivable) 1450 annual account fee
University of Alaska College Savings Plan
T. Rowe Price
Includes a $25 (waivable)
annual account fee except for
the lowest-fee option (called
480
1135
1462
1450 ACT).
Fidelity Arizona College Savings
Plan
Fidelity
The $628 figure applies to all
index fund options. The other
figures refer to actively
628
894
1324
1316 managed options.
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State Arkansas California Colorado
Program
Total Expenses Over 10 Years
Lowest
Next
Highest
Next
Program/Investment fee lowest fee fee highest fee
manager
structure structure structure structure Comments
GIFT College Investing Plan
Upromise/Vanguard 1240
1240
1240
1240
Includes a $20 annual account fee. A different figure of $1,049 is shown for Arkansas residents not subject to the account fee.
The Scholarshare College Savings Plan
Fidelity
The $628 figure applies to the
index fund options. The other
figures refer to actively
628
894
1333
1320 managed options.
Direct Portfolio College Savings
Plan
Upromise/Vanguard
1122
1122
1122
1122
Includes a $20 annual account fee. A different figure of $930 is shown for Colorado residents not subject to the account fee.
Conn
Connecticut Higher Education
Trust (CHET)
TIAA-CREF
Delaware
Delaware College Investment Plan
Fidelity
793
793
793
793
The $628 figure applies to the
index fund options. The other
figures refer to actively
628
894
1325
1310 managed options.
? Copyright 2007 , LLC. All Rights Reserved.
State DC
Program
Total Expenses Over 10 Years
Lowest
Next
Highest
Next
Program/Investment fee lowest fee fee highest fee
manager
structure structure structure structure Comments
DC 529 College Savings Program Calvert
This is for a direct-sold account
which incurs a $15 annual
account fee. Requires DC
778
1044
2330
2309 residency.
Florida
Florida College Investment Plan Board/Various
Does not include the $50 one-
955
955
955
955 time application fee.
Georgia
Georgia Higher Education Savings Plan
TIAA-CREF
Hawaii
TuitionEDGE
Delaware Investments
946
946
946
946
1166
1166
1166
1166
Class H unit (no account fee for this class). Requires Hawaii residency.
Idaho
Idaho College Savings Program TIAA-CREF
1062
1086
1315
1155
? Copyright 2007 , LLC. All Rights Reserved.
State
Program
Total Expenses Over 10 Years
Lowest
Next
Highest
Next
Program/Investment fee lowest fee fee highest fee
manager
structure structure structure structure Comments
Illinois Indiana
Bright Start College Savings Program
Legg Mason/Various 1213
1213
1213
CollegeChoice 529 Investment
Plan
JPMorgan
1374
1374
1374
1213 1374
Does not include the possible $30 fee for opening an account through a bank.
Represents the age-based option using certain assumptions, which is the only direct-sold option available and requires Indiana residency. Does not appear to include the $10 annual account fee for Indiana residents.
Iowa
College Savings Iowa
Upromise/Vanguard 774
774
774
774
Kansas
Learning Quest 529 Education American
Savings Program
Century/Vanguard
853
Includes a $27 annual account
901
1830
1775 fee.
Kentucky
Kentucky Education Savings Plan Trust
TIAA-CREF
969
969
969
969
? Copyright 2007 , LLC. All Rights Reserved.
State
Program
Total Expenses Over 10 Years
Lowest
Next
Highest
Next
Program/Investment fee lowest fee fee highest fee
manager
structure structure structure structure Comments
Louisiana
START Saving Program
State/Vanguard
19
38
313
76 Requires Louisiana residency.
Maine
Merrill
NextGen College Investing Plan - Lynch/BlackRock/Fra
Client Direct Series
nklin/MFS
556
1004
1191
1186
No annual account fee as it was removed in 2007 for direct-sold accounts.
Maryland
College Savings Plans of Maryland CIP
T. Rowe Price
Massachusetts U.Fund College Investing Plan Fidelity
1088
1171
628
894
1439 1329
Includes a $25 (waivable) 1404 annual account fee.
1279
The $628 figure applies to the index fund options. The other figures refer to actively managed options.
Michigan
Michigan Education Savings Program
TIAA-CREF
734
734
734
734
? Copyright 2007 , LLC. All Rights Reserved.
State
Program
Total Expenses Over 10 Years
Lowest
Next
Highest
Next
Program/Investment fee lowest fee fee highest fee
manager
structure structure structure structure Comments
Minnesota
Minnesota College Savings Plan TIAA-CREF
793
793
793
793
Mississippi
Mississippi Affordable College
Savings Program
TIAA-CREF
1066
1090
1311
1152
Missouri
MOST - Missouri's 529 College Upromise/Vanguard/
Savings Plan
American Century
774
810
1813
1702
Montana
Pacific Life Funds 529 College
Savings Plan (MT)
Pacific Life
1966
3141
3502
3318
Class A shares purchased at NAV (no annual account fee). Requires Montana residency.
Nebraska
College Savings Plan of Nebraska
Union Bank & Trust/various
1025
1061
2183
Includes $5 quarterly account 2104 fee.
? Copyright 2007 , LLC. All Rights Reserved.
State
Program
Total Expenses Over 10 Years
Lowest
Next
Highest
Next
Program/Investment fee lowest fee fee highest fee
manager
structure structure structure structure Comments
Nevada
The Upromise College Fund
Upromise/Vanguard 1004
1004
1004
Includes $20 annual account 1004 fee.
Nevada
The Vanguard 529 Savings Plan Upromise/Vanguard 628
Nevada
USAA College Savings Plan
Upromise/USAA
960
New Hampshire UNIQUE College Investing Plan Fidelity
628
689
871
1080
1316
894
1328
859
1199
Includes $15 annual account fee but not the $15 annual minimumbalance fee because a $10,000 investment is assumed.
1324
The $628 figure applies to the index fund options. The other figures refer to actively managed options.
New Jersey
NJBEST 529 College Savings Plan
Franklin Templeton
1049
1236
1477
1432 Requires New Jersey residency.
? Copyright 2007 , LLC. All Rights Reserved.
State New Mexico
Program
The Education Plan's College Savings Program
Total Expenses Over 10 Years
Lowest
Next
Highest
Next
Program/Investment fee lowest fee fee highest fee
manager
structure structure structure structure Comments
OppenheimerFunds
965
1132
1389
1366
Figures provided to by program. Does not include the $25 (waivable) annual account fee.
New York
New York's 529 College Savings
Program - Direct Plan
Upromise/Vanguard 701
National College Savings North Carolina Program
College Foundation
Inc./various
377
701
701
701
The $377 figure represents the
NC Treasurer Dependable
Income Fund. The other figures
represent Seligman options. The
Vanguard options in this
437
1537
1472 program are at $970.
North Dakota College SAVE
Upromise/Vanguard 1240
1240
Ohio
Ohio CollegeAdvantage 529 Savings Plan
Ohio Tuition Trust Authority
318
456
1240 1189
Includes a $20 (waivable) 1240 annual account fee.
1155
The two lowest figures represent Vanguard options (no residency requirements). The two higher figures represent Putnam options (direct-sold requires Ohio residency).
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