Table 1b.c—IA Contributions, IA Offset, Other Changes, & Budget Effect
Individual Account Contribution Rate: 4.0%
Benefit Offset: 100.0%
Year
Amount(%)
Contributed to
IA by Federal
Government:
100
(1)
Offset to
OASDI Benefit
From IA
(2)
Other
Changes
in OASDI
Cash flow
(3)
Change in
Annual
Unified Budget
Cashflow
(4)=(3)+(2)-(1)
Debt Held
by Public
(EOY)
(5)
Annual
Unified Budget
Balance
(6)
(Billions of Constant 2004 Dollars)
2005
0.0
0.0
0.0
0.0
0.0
0.0
2006
70.8
0.0
0.0
-70.8
71.8
-72.7
2007
79.5
0.0
0.0
-79.5
154.2
-85.4
2008
84.3
0.0
0.0
-84.3
243.6
-94.9
2009
89.2
0.0
0.0
-89.2
340.4
-104.9
2010
94.2
0.0
0.0
-94.2
445.1
-115.5
2011
99.4
0.0
0.0
-99.4
558.1
-126.8
2012
104.5
0.0
0.0
-104.5
679.4
-138.5
2013
109.5
0.0
0.0
-109.5
809.4
-150.5
2014
114.8
0.0
0.0
-114.8
948.8
-163.7
2015
120.2
0.0
0.0
-120.2
1,098.0
-177.5
2016
125.6
0.0
0.0
-125.6
1,257.4
-191.9
2017
130.8
0.0
0.0
-130.8
1,427.4
-207.1
2018
136.1
0.0
0.0
-136.1
1,608.3
-222.9
2019
141.2
0.0
0.0
-141.2
1,799.9
-238.6
2020
146.2
0.0
0.0
-146.2
2,002.2
-254.9
2021
151.0
0.0
0.0
-151.0
2,215.5
-271.6
2022
155.6
2.0
0.0
-153.7
2,438.0
-286.7
2023
160.0
5.5
4.4
-150.2
2,663.5
-296.0
2024
164.4
9.3
17.8
-137.3
2,882.7
-295.8
2025
168.3
13.4
20.6
-134.3
3,105.5
-305.5
2026
172.1
17.8
25.2
-129.0
3,329.6
-313.0
2027
175.6
22.6
30.3
-122.7
3,554.0
-319.5
2028
179.0
27.7
35.9
-115.4
3,777.7
-325.0
2029
182.2
33.2
50.0
-99.0
3,991.5
-321.1
2030
185.3
39.0
55.6
-90.7
4,203.3
-325.0
2031
188.5
45.2
59.0
-84.3
4,415.0
-330.7
2032
191.7
51.7
62.2
-77.8
4,626.4
-336.3
2033
194.8
58.6
66.2
-69.9
4,836.2
-340.5
2034
197.9
65.9
70.2
-61.8
5,044.0
-344.3
2035
201.0
73.5
74.3
-53.2
5,249.3
-347.5
2036
203.9
81.6
79.1
-43.2
5,450.7
-349.1
2037
206.8
90.0
84.1
-32.6
5,647.3
-349.9
2038
209.7
98.8
89.3
-21.5
5,838.6
-349.9
2039
212.6
108.0
95.1
-9.5
6,023.3
-348.6
2040
215.6
117.6
101.0
3.0
6,201.0
-346.4
2041
218.7
127.6
107.5
16.5
6,370.2
-342.9
2042
221.7
138.1
114.3
30.7
6,530.2
-338.1
2043
224.8
148.9
121.5
45.6
6,679.8
-332.0
2044
228.0
160.2
129.0
61.2
6,818.1
-324.7
2045
231.1
171.8
136.8
77.5
6,944.0
-315.9
2046
234.3
184.0
145.1
94.8
7,056.1
-305.4
2047
237.5
196.0
153.6
112.1
7,154.0
-294.2
2048
240.7
208.3
162.2
129.8
7,236.9
-281.6
2049
243.9
221.1
171.0
148.2
7,303.6
-267.5
2050
247.1
235.4
179.8
168.1
7,352.1
-250.9
2051
250.4
249.7
188.5
187.8
7,382.0
-233.4
2052
253.6
263.9
197.4
207.7
7,392.7
-214.7
2053
257.0
278.7
206.4
228.1
7,383.0
-194.3
2054
260.4
294.0
215.5
249.1
7,351.7
-172.1
2055
263.8
309.9
224.7
270.8
7,297.4
-148.0
2056
267.2
326.4
233.9
293.0
7,218.9
-122.0
2057
270.7
343.5
243.2
316.0
7,114.8
-93.8
2058
274.2
361.4
252.6
339.8
6,983.4
-63.3
2059
277.8
379.9
262.2
364.4
6,823.1
-30.3
2060
281.4
399.3
272.1
390.0
6,631.9
5.4
2061
285.0
419.4
282.8
417.2
6,407.5
44.4
2062
288.7
439.7
293.9
444.9
6,148.2
86.0
2063
292.4
460.1
305.4
473.1
5,852.5
130.0
2064
296.2
471.2
316.6
491.6
5,529.2
166.2
2065
300.1
482.0
328.1
510.0
5,177.5
203.9
2066
303.9
492.7
339.9
528.6
4,796.3
243.5
2067
307.9
503.1
351.9
547.2
4,384.9
284.7
2068
312.0
513.3
364.3
565.7
3,942.4
327.6
2069
316.0
523.3
376.6
583.9
3,468.0
372.1
2070
320.2
533.2
389.3
602.3
2,960.9
418.5
2071
324.4
542.8
402.2
620.6
2,419.8
466.8
2072
328.6
552.2
415.4
639.0
1,843.9
517.1
2073
332.9
561.5
428.8
657.4
1,232.0
569.5
2074
337.2
570.6
442.5
676.0
582.9
624.1
2075
341.5
579.6
456.5
694.6
-104.6
680.9
2076
345.9
588.5
470.8
713.4
-831.7
740.2
2077
350.4
597.4
485.4
732.4
-1,600.0
801.9
2078
354.9
606.2
500.4
751.6
-2,410.8
866.3
2079
359.5
614.9
515.7
771.1
-3,265.7
933.4

Based on the Intermediate Assumptions of the 2004 Trustees Report
With Ultimate Real Trust Fund Interest Rate of 3.0%
Benefit Offset Real Yield Rate Set at 3.0%
Benefit Offset Real Discount Rate Set at 3.0%

Office of the Actuary
Social Security Administration
March 9, 2005

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