| This publication assesses trends and
changes to 529 fees, performance and
investment lineups. Fees are provided at
the investment option level as well as for
aggregate plan, distribution channel and
investment types. The report also provides
a detailed breakout of the components that
add up to the total annual asset based fee for
each investment option. Each issue provides
data on the number of plans in a category
as well as total asset-based fees by average,
average minimum, and average maximum
levels. The report analyzes fees along the
adviser, fee-based and direct channels, as
well as by asset allocation, age-based and
individual portfolio types. The report includes a new performance
analysis section that allows firms to benchmark
plan performance against the industry
average and track the industry against the
broader market. An enhanced industry
overview of investment lineup changes by
product providers is a foundation for analyzing
forward-looking trends.
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1Q 2020 529 Fee Analysis |
5/15/2020 |
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The 1Q 2020 edition of the 529 Quarterly Fee Analysis ranks plans by total annual asset based fees, benchmarks fees by five standardized categories, reflects new pricing trends across distribution channels and investment types, summarizes the high volume of investment product developments and 529 investment-only opportunities, tracks upcoming contract expiration dates for every 529 savings plan, and reports new and removed investment options as well as investment option changes. |
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4Q 2019 529 Fee Analysis |
2/10/2020 |
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The 4Q 2019 edition of the 529 Quarterly Fee Analysis ranks plans by total annual asset based fees, benchmarks fees by five standardized categories, reflects new pricing trends across distribution channels and investment types, summarizes the high volume of investment product developments and 529 investment-only opportunities, tracks upcoming contract expiration dates for every 529 savings plan, and reports new and removed investment options as well as investment option changes. |
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3Q 2019 529 Fee Analysis |
11/11/2019 |
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The 3Q 2019 edition of the 529 Quarterly Fee Analysis ranks plans by total annual asset based fees, benchmarks fees by five standardized categories, reflects new pricing trends across distribution channels and investment types, summarizes the high volume of investment product developments and 529 investment-only opportunities, tracks upcoming contract expiration dates for every 529 savings plan, and reports new and removed investment options as well as investment option changes. |
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2Q 2019 529 Fee Analysis |
8/9/2019 |
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The 2Q 2019 edition of the 529 Quarterly Fee Analysis ranks plans by total annual asset based fees, benchmarks fees by five standardized categories, reflects new pricing trends across distribution channels and investment types, summarizes the high volume of investment product developments and 529 investment-only opportunities, tracks upcoming contract expiration dates for every 529 savings plan, and reports new and removed investment options as well as investment option changes. |
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1Q 2019 529 Fee Analysis |
5/6/2019 |
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The 1Q 2019 edition of the 529 Quarterly Fee Analysis ranks plans by total annual asset based fees, benchmarks fees by five standardized categories, reflects new pricing trends across distribution channels and investment types, summarizes the high volume of investment product developments and 529 investment-only opportunities, tracks upcoming contract expiration dates for every 529 savings plan, and reports new and removed investment options as well as investment option changes. |
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