Basic Plan 3
i.e., Without PAs--With Ultimate Real Trust Fund Interest Rate of: 3.0
Year
Cost
Rate
Income
Rate
Annual
Balance
Trust
Fund
Ratio
1-1-Year
Marginal
Change
in OASDI
Contribution
Rate
Specified
General Fund
Transfers
Net
OASDI
Contribution
Rate
2001
10.49
12.72
2.23
239
12.40
2002
10.42
12.72
2.30
264
12.40
2003
10.43
12.73
2.29
289
12.40
2004
10.48
12.74
2.26
313
0.000
12.40
2005
10.56
13.09
2.53
335
0.341
0.34
12.74
2006
10.64
13.13
2.49
360
0.034
0.38
12.78
2007
10.77
13.15
2.38
383
0.011
0.39
12.79
2008
10.93
13.17
2.25
403
0.012
0.40
12.80
2009
11.20
13.20
2.00
418
0.007
0.41
12.81
2010
11.40
13.25
1.86
433
0.039
0.44
12.84
2011
11.59
13.28
1.69
446
0.023
0.47
12.87
2012
11.84
13.31
1.47
456
0.023
0.49
12.89
2013
12.11
13.34
1.24
464
0.024
0.51
12.91
2014
12.39
13.38
0.99
470
0.025
0.54
12.94
2015
12.68
13.41
0.73
474
0.025
0.56
12.96
2016
12.98
13.45
0.47
476
0.027
0.59
12.99
2017
13.29
13.48
0.20
476
0.028
0.62
13.02
2018
13.59
13.52
-0.07
474
0.029
0.65
13.05
2019
13.90
13.56
-0.34
471
0.030
0.68
13.08
2020
14.21
13.58
-0.63
466
0.006
0.68
13.08
2021
14.48
13.60
-0.88
461
0.006
0.69
13.09
2022
14.74
13.62
-1.12
455
0.005
0.70
13.10
2023
14.99
13.64
-1.34
447
0.005
0.70
13.10
2024
15.21
13.66
-1.55
440
0.005
0.70
13.10
2025
15.42
13.68
-1.74
431
0.004
0.71
13.11
2026
15.60
13.70
-1.90
423
0.004
0.71
13.11
2027
15.77
13.72
-2.05
413
0.003
0.72
13.12
2028
15.90
13.73
-2.17
404
0.003
0.72
13.12
2029
16.00
13.74
-2.26
395
0.002
0.72
13.12
2030
16.08
13.76
-2.32
386
0.001
0.72
13.12
2031
16.13
13.76
-2.37
377
0.001
0.72
13.12
2032
16.17
13.77
-2.39
367
0.001
0.72
13.12
2033
16.18
13.78
-2.40
358
0.000
0.72
13.12
2034
16.16
13.78
-2.38
350
-0.001
0.72
13.12
2035
16.12
13.79
-2.34
342
-0.002
0.72
13.12
2036
16.07
13.79
-2.28
334
-0.002
0.72
13.12
2037
16.00
13.79
-2.22
326
-0.003
0.72
13.12
2038
15.93
13.78
-2.14
320
-0.003
0.71
13.11
2039
15.84
13.78
-2.06
313
-0.003
0.71
13.11
2040
15.76
13.78
-1.98
307
-0.003
0.71
13.11
2041
15.67
13.78
-1.90
301
-0.004
0.70
13.10
2042
15.59
13.77
-1.82
296
-0.004
0.70
13.10
2043
15.51
13.77
-1.75
290
-0.004
0.69
13.09
2044
15.44
13.76
-1.68
286
-0.004
0.69
13.09
2045
15.37
13.76
-1.61
281
-0.004
0.69
13.09
2046
15.30
13.76
-1.54
277
-0.004
0.68
13.08
2047
15.24
13.75
-1.49
272
-0.003
0.68
13.08
2048
15.18
13.75
-1.43
268
-0.003
0.68
13.08
2049
15.12
13.75
-1.38
265
-0.003
0.67
13.07
2050
15.08
13.75
-1.33
261
-0.003
0.67
13.07
2051
15.04
13.74
-1.29
258
-0.002
0.67
13.07
2052
15.01
13.74
-1.27
254
-0.002
0.67
13.07
2053
14.99
13.74
-1.24
251
-0.002
0.67
13.07
2054
14.97
13.75
-1.23
247
-0.001
0.66
13.06
2055
14.96
13.75
-1.21
243
-0.001
0.66
13.06
2056
14.95
13.75
-1.20
240
-0.001
0.66
13.06
2057
14.93
13.75
-1.18
236
0.000
0.66
13.06
2058
14.92
13.75
-1.17
233
0.000
0.66
13.06
2059
14.91
13.75
-1.16
229
0.000
0.66
13.06
2060
14.90
13.76
-1.14
226
0.000
0.66
13.06
2061
14.89
13.76
-1.13
222
0.000
0.66
13.06
2062
14.87
13.76
-1.12
219
0.000
0.66
13.06
2063
14.87
13.76
-1.10
215
0.001
0.66
13.06
2064
14.85
13.76
-1.09
212
0.001
0.66
13.06
2065
14.84
13.77
-1.08
209
0.001
0.67
13.07
2066
14.83
13.77
-1.07
205
0.001
0.67
13.07
2067
14.82
13.77
-1.05
202
0.001
0.67
13.07
2068
14.80
13.77
-1.03
198
0.001
0.67
13.07
2069
14.79
13.77
-1.02
195
0.001
0.67
13.07
2070
14.77
13.77
-1.00
192
0.001
0.67
13.07
2071
14.75
13.77
-0.97
189
0.001
0.67
13.07
2072
14.73
13.78
-0.95
186
0.001
0.67
13.07
2073
14.71
13.78
-0.93
183
0.001
0.67
13.07
2074
14.68
13.78
-0.91
180
0.001
0.67
13.07
2075
14.67
13.78
-0.89
178
0.001
0.67
13.07
2076
14.65
13.78
-0.87
175
0.000
0.67
13.07
Summarized
Cost
Rate
OASDI
Income
Rate
OASDI
Acturial
Balance
OASDI
Change in
Acturial
Balance
2001-
2075
14.01
14.09
0.07
1.94
Based on Intermediate Assumptions of the 2001 Trustees Report.
Office of the Actuary
Social Security Administration
January 29, 2002
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