Table 2bProposal Effects on Unified Budget
Individual Account Contribution Rate: 6.2% Benefit Offset: 0.0%
|
Year
|
Amount(%) Contributed to IA by Federal Government: 100 (1)
|
Recognition Bond Distributions (2)
|
Other Changes in OASDI Cashflow (3)
|
Change in
|
Annual Unified Budget Cashflow (4)=(3)-(1)-(2)
|
Debt Held by Public (EOY) (5)
|
Annual Unified Budget Balance (6)
|
Billions of Dollars, Present Value as of 1-1-2004
|
2005
|
175.8
|
0.0
|
0.0
|
-175.8
|
175.8
|
-175.8
|
2006
|
191.2
|
0.0
|
0.0
|
-191.2
|
367.0
|
-200.2
|
2007
|
196.5
|
0.0
|
0.0
|
-196.5
|
563.4
|
-215.3
|
2008
|
201.0
|
0.0
|
0.0
|
-201.0
|
764.4
|
-230.2
|
2009
|
205.2
|
0.0
|
0.0
|
-205.2
|
969.6
|
-245.2
|
2010
|
208.9
|
0.0
|
0.0
|
-208.9
|
1,178.5
|
-260.1
|
2011
|
212.5
|
0.0
|
0.0
|
-212.5
|
1,391.0
|
-275.2
|
2012
|
214.8
|
0.0
|
2.6
|
-212.2
|
1,603.2
|
-286.6
|
2013
|
216.1
|
0.0
|
3.4
|
-212.8
|
1,815.9
|
-298.8
|
2014
|
218.4
|
0.0
|
4.7
|
-213.7
|
2,029.6
|
-311.8
|
2015
|
219.4
|
0.0
|
6.8
|
-212.6
|
2,242.3
|
-323.1
|
2016
|
220.3
|
33.9
|
12.6
|
-241.6
|
2,483.8
|
-364.5
|
2017
|
220.7
|
55.7
|
21.3
|
-255.0
|
2,738.9
|
-392.1
|
2018
|
220.6
|
77.9
|
31.1
|
-267.4
|
3,006.3
|
-419.6
|
2019
|
219.8
|
99.6
|
42.2
|
-277.2
|
3,283.5
|
-444.3
|
2020
|
218.8
|
120.1
|
54.5
|
-284.3
|
3,567.8
|
-466.8
|
2021
|
217.7
|
117.2
|
66.4
|
-268.5
|
3,836.3
|
-466.8
|
2022
|
216.3
|
128.5
|
80.2
|
-264.6
|
4,100.9
|
-477.8
|
2023
|
214.4
|
138.3
|
94.9
|
-257.8
|
4,358.7
|
-485.7
|
2024
|
212.3
|
144.9
|
110.3
|
-246.9
|
4,605.7
|
-489.2
|
2025
|
210.0
|
149.3
|
126.4
|
-232.8
|
4,838.5
|
-488.8
|
2026
|
207.6
|
154.8
|
142.5
|
-219.9
|
5,058.4
|
-488.8
|
2027
|
205.1
|
197.5
|
161.4
|
-241.2
|
5,299.6
|
-522.3
|
2028
|
202.3
|
210.6
|
178.5
|
-234.5
|
5,534.1
|
-529.0
|
2029
|
199.6
|
216.5
|
194.7
|
-221.4
|
5,755.5
|
-529.0
|
2030
|
196.7
|
220.4
|
211.0
|
-206.2
|
5,961.7
|
-526.0
|
2031
|
193.9
|
226.5
|
225.8
|
-194.6
|
6,156.3
|
-525.9
|
2032
|
191.0
|
210.0
|
241.0
|
-160.0
|
6,316.3
|
-502.1
|
2033
|
188.2
|
194.9
|
253.1
|
-129.9
|
6,446.2
|
-480.9
|
2034
|
185.4
|
180.2
|
263.9
|
-101.7
|
6,547.9
|
-459.9
|
2035
|
182.7
|
167.3
|
273.6
|
-76.4
|
6,624.3
|
-440.2
|
2036
|
180.1
|
154.9
|
282.0
|
-53.0
|
6,677.3
|
-421.1
|
2037
|
177.5
|
141.8
|
289.1
|
-30.2
|
6,707.5
|
-401.3
|
2038
|
174.9
|
129.5
|
295.1
|
-9.3
|
6,716.8
|
-382.1
|
2039
|
172.2
|
116.8
|
299.9
|
10.9
|
6,706.0
|
-362.4
|
2040
|
169.5
|
105.0
|
303.8
|
29.3
|
6,676.7
|
-343.4
|
2041
|
166.9
|
93.5
|
306.9
|
46.5
|
6,630.2
|
-324.5
|
2042
|
164.4
|
82.6
|
309.3
|
62.4
|
6,567.8
|
-306.0
|
2043
|
161.8
|
72.8
|
311.0
|
76.4
|
6,491.4
|
-288.6
|
2044
|
159.3
|
63.5
|
311.8
|
89.0
|
6,402.3
|
-271.7
|
2045
|
156.8
|
54.7
|
314.4
|
102.9
|
6,299.4
|
-252.8
|
2046
|
154.3
|
46.3
|
314.3
|
113.7
|
6,185.7
|
-236.4
|
2047
|
151.8
|
37.8
|
313.2
|
123.6
|
6,062.1
|
-220.2
|
2048
|
149.4
|
29.8
|
311.3
|
132.2
|
5,929.9
|
-204.7
|
2049
|
146.9
|
21.8
|
308.7
|
140.0
|
5,789.9
|
-189.6
|
2050
|
144.5
|
0.1
|
306.9
|
162.3
|
5,627.7
|
-159.5
|
2051
|
142.2
|
0.0
|
304.8
|
162.6
|
5,465.1
|
-150.1
|
2052
|
139.9
|
0.0
|
302.5
|
162.7
|
5,302.4
|
-141.0
|
2053
|
137.6
|
0.0
|
300.0
|
162.4
|
5,140.0
|
-132.2
|
2054
|
135.3
|
0.0
|
297.3
|
162.0
|
4,978.0
|
-123.6
|
2055
|
133.1
|
0.0
|
294.5
|
161.4
|
4,816.5
|
-115.2
|
2056
|
130.9
|
0.0
|
291.6
|
160.7
|
4,655.8
|
-106.9
|
2057
|
128.7
|
0.0
|
288.7
|
159.9
|
4,495.9
|
-98.8
|
2058
|
126.6
|
0.0
|
285.5
|
158.9
|
4,337.0
|
-90.9
|
2059
|
124.5
|
0.0
|
282.3
|
157.8
|
4,179.2
|
-83.2
|
2060
|
122.5
|
0.0
|
279.4
|
157.0
|
4,022.3
|
-75.3
|
2061
|
120.4
|
0.0
|
275.9
|
155.5
|
3,866.8
|
-68.0
|
2062
|
118.5
|
0.0
|
272.5
|
154.0
|
3,712.7
|
-60.8
|
2063
|
116.5
|
0.0
|
269.2
|
152.7
|
3,560.1
|
-53.7
|
2064
|
114.6
|
0.0
|
265.7
|
151.2
|
3,408.9
|
-46.7
|
2065
|
112.7
|
0.0
|
262.2
|
149.6
|
3,259.3
|
-39.9
|
2066
|
110.8
|
0.0
|
258.9
|
148.1
|
3,111.3
|
-33.1
|
2067
|
109.0
|
0.0
|
255.6
|
146.6
|
2,964.7
|
-26.3
|
2068
|
107.2
|
0.0
|
252.4
|
145.2
|
2,819.5
|
-19.6
|
2069
|
105.4
|
0.0
|
249.1
|
143.6
|
2,675.9
|
-13.0
|
2070
|
103.7
|
0.0
|
245.7
|
142.0
|
2,533.9
|
-6.7
|
2071
|
102.0
|
0.0
|
242.4
|
140.4
|
2,393.4
|
-0.4
|
2072
|
100.3
|
0.0
|
239.2
|
138.8
|
2,254.6
|
5.8
|
2073
|
98.7
|
0.0
|
235.9
|
137.2
|
2,117.4
|
12.0
|
2074
|
97.0
|
0.0
|
232.7
|
135.7
|
1,981.7
|
18.0
|
2075
|
95.4
|
0.0
|
229.6
|
134.1
|
1,847.6
|
24.0
|
2076
|
93.8
|
0.0
|
226.5
|
132.6
|
1,714.9
|
29.9
|
2077
|
92.3
|
0.0
|
223.4
|
131.1
|
1,583.8
|
35.8
|
2078
|
90.8
|
0.0
|
220.4
|
129.6
|
1,454.2
|
41.6
|
2079
|
89.2
|
0.0
|
217.4
|
128.2
|
1,326.1
|
47.3
|
Based on Intermediate Assumptions of the 2004 Trustees Report With--
Ultimate Real Trust Fund Interest Rate of 3.0%
Ultimate Real IA Yield Rate of 2.75%
Annuity Net Real Yield Rate of 2.75%.
Office of the Chief Actuary
Social Security Administration
February 11, 2005