College & Career

New Hampshire

Fidelity Advisor 529 Plan
5 Cap Ratings
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Summary

In addition to its direct-sold 529 plans and its advisor-sold ScholarShare Advisor College Savings Plan (California), Fidelity offers this program, Fidelity Advisor 529 Plan (New Hampshire) through brokers, utilizing Fidelity Advisor funds in its age-based, static, and individual fund portfolio options.

Program Details
  • Summary: In addition to its direct-sold 529 plans and its advisor-sold ScholarShare Advisor College Savings Plan (California), Fidelity offers this program, Fidelity Advisor 529 Plan (New Hampshire) through brokers, utilizing Fidelity Advisor funds in its age-based, static, and individual fund portfolio options.
  • Program type: Savings
  • Program manager: Fidelity Investments
  • State residency requirements: None
  • Maximum contributions: For 2014, accepts contributions until all account balances in New Hampshire's 529 plans for the same beneficiary reach $375,000.
  • Minimum contributions: With lump-sum contributions, the minimum initial contribution is $1,000, with no minimum for subsequent investments. With the automatic investment plan, the minimum contribution level is $50 per month.
  • Age-based investment options: The Age-Based Strategy contains 8 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary or as determined by the account owner. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio.
  • Static investment options: Select among 2 multi-fund portfolios (Aggressive Growth (formerly 100% Equity) and Moderate Growth (formerly 70% Equity)) and 17 individual-fund portfolios.
  • Underlying investments: Fidelity Advisor Funds and Fidelity Cash Reserves.
  • Enrollment or application fee: None, but contributions may be subject to a sales charge depending on unit class.
  • Account maintenance fee: $20 annually for accounts with less than $25,000, waived with automatic contributions.
  • Program management fees: 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), 1.00% (Class C), or 0.75% (Class P)

    All other portfolios: 0.25% (Class A), 1.00% (Class C), or 0.75% (Class P)
  • Expenses of the underlying investments: Ranges from 0.55% to 0.88% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.37% to 0.99% in the individual-fund portfolios.
  • Total asset-based expense ratio: Class A: 0.82% - 1.44%
    Class C: 1.57% - 2.19%
    Class P: 1.32% - 1.94%
  • Program match on contributions: None.
  • State tax deduction or credit for contributions: Not applicable. New Hampshire does not have a personal income tax.
  • Web site: Click here to visit
  • Telephone: 1-877-208-0098
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