Stable Value Plus

Plan details

Our GUARANTEED annual rate of return has consistently ranked among the top three guaranteed 529 stable value plans in the country year-over-year. Not all “stable value plans” offer a guarantee AND principal protection.

The rate of return, guaranteed by Nationwide®, is reset each year on December 1st and will not go below a minimum of 1.5%. The minimum rate of return of 1.5% is prior to any fees or charges payable to CollegeInvest, including an annual administrative fee which is currently 0.71%.

CollegeInvest will charge an administrative fee at an annual rate of 0.71% of the average daily net assets in each Account. CollegeInvest will periodically re-evaluate such 0.71% administrative fee level, and, at any time, may determine to either lower such fee level or increase it to an amount that is no greater than 0.99%. CollegeInvest will notify Account Owners of any decision to change the 0.71% administrative fee level.

• Enrollment is free
• Contributions can be made by check, direct deposit, automatic funds transfer, rolling over assets from other qualified college savings plans, in person at CollegeInvest, by mail, or wire transfer.
• The minimum contribution level is $25