Plan 1(0+2)-67p Assumed % Electing PA = 66.7%-Financing Entirely from General Revenue
IA to Estate at Death Prior to Entitlement If No Survivor Tax IA Disbursement
With:
Ultimate Real Trust Fund Interest Rate of: 3.0
Ultimate Average Real Benefit Offset Net Yield Rate of: 3.5
Average Benefit Offset Annuity Net Yield Rate of: 3.5
Year
Cost Rate*
Income Rate
Annual Balance
Trust Fund Ratio 1-1-Year
Marginal Change in OASDI Contribution Rate
Net OASDI Contribution Rate
Changes in OASDI Contribution Rate from--
PRA Contributions
Additional Net General Fund
Transfer
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
12.75
2.19
335
0.000
12.40
2006
10.64
12.75
2.11
357
0.000
12.40
2007
10.77
12.76
1.99
376
0.000
12.40
2008
10.93
12.78
1.85
393
0.000
12.40
2009
11.12
12.79
1.67
408
0.000
12.40
2010
11.32
12.81
1.48
420
0.000
12.40
2011
11.53
12.81
1.28
429
0.000
12.40
2012
11.79
12.82
1.03
436
0.000
12.40
2013
12.08
12.83
0.75
440
0.000
12.40
2014
12.39
12.84
0.45
441
0.000
12.40
2015
12.71
12.85
0.14
440
0.000
12.40
2016
13.05
12.86
-0.18
436
0.000
12.40
2017
13.39
12.87
-0.52
430
0.000
12.40
2018
13.74
12.89
-0.85
423
0.000
12.40
2019
14.09
12.90
-1.19
413
0.000
12.40
2020
14.43
12.91
-1.52
402
0.000
12.40
2021
14.74
12.93
-1.81
390
0.000
12.40
2022
15.04
12.95
-2.09
377
0.000
12.40
2023
15.32
12.97
-2.36
363
0.000
12.40
2024
15.59
12.98
-2.60
348
0.000
12.40
2025
15.83
13.00
-2.83
332
0.000
12.40
2026
16.05
13.02
-3.03
316
0.000
12.40
2027
16.26
13.04
-3.22
299
0.000
12.40
2028
16.43
13.05
-3.38
281
0.000
12.40
2029
16.57
13.07
-3.51
263
0.000
12.40
2030
16.69
13.08
-3.61
245
0.000
12.40
2031
16.78
13.10
-3.69
226
0.000
12.40
2032
16.86
13.11
-3.75
207
0.000
12.40
2033
16.90
13.12
-3.78
188
0.000
12.40
2034
16.91
13.13
-3.78
169
0.000
12.40
2035
16.89
13.14
-3.75
149
0.000
12.40
2036
16.85
13.14
-3.70
130
0.000
12.40
2037
16.79
13.15
-3.64
111
0.000
12.40
2038
16.72
13.16
-3.56
92
0.000
12.40
2039
16.63
13.16
-3.47
72
0.000
12.40
2040
16.54
13.16
-3.38
53
0.000
12.40
2041
16.46
13.17
-3.29
34
0.000
12.40
2042
16.38
13.17
-3.20
15
0.000
12.40
2043
16.30
13.18
-3.12
--
0.000
12.40
2044
16.22
13.18
-3.04
--
0.000
12.40
2045
16.15
13.19
-2.97
--
0.000
12.40
2046
16.09
13.19
-2.90
--
0.000
12.40
2047
16.02
13.20
-2.83
--
0.000
12.40
2048
15.97
13.20
-2.77
--
0.000
12.40
2049
15.92
13.21
-2.71
--
0.000
12.40
2050
15.89
13.22
-2.68
--
0.000
12.40
2051
15.88
13.22
-2.66
--
0.000
12.40
2052
15.88
13.23
-2.65
--
0.000
12.40
2053
15.88
13.24
-2.64
--
0.000
12.40
2054
15.90
13.25
-2.65
--
0.000
12.40
2055
15.91
13.25
-2.66
--
0.000
12.40
2056
15.93
13.26
-2.67
--
0.000
12.40
2057
15.96
13.27
-2.69
--
0.000
12.40
2058
15.99
13.28
-2.71
--
0.000
12.40
2059
16.01
13.29
-2.73
--
0.000
12.40
2060
16.04
13.29
-2.75
--
0.000
12.40
2061
16.07
13.30
-2.77
--
0.000
12.40
2062
16.10
13.31
-2.79
--
0.000
12.40
2063
16.13
13.32
-2.81
--
0.000
12.40
2064
16.16
13.32
-2.84
--
0.000
12.40
2065
16.20
13.33
-2.87
--
0.000
12.40
2066
16.23
13.34
-2.90
--
0.000
12.40
2067
16.27
13.34
-2.93
--
0.000
12.40
2068
16.31
13.35
-2.96
--
0.000
12.40
2069
16.35
13.35
-2.99
--
0.000
12.40
2070
16.39
13.36
-3.03
--
0.000
12.40
2071
16.43
13.36
-3.06
--
0.000
12.40
2072
16.47
13.37
-3.10
--
0.000
12.40
2073
16.52
13.38
-3.14
--
0.000
12.40
2074
16.57
13.38
-3.19
--
0.000
12.40
2075
16.62
13.39
-3.23
--
0.000
12.40
2076
16.67
13.39
-3.28
--
0.000
12.40
Summarized
Cost Rate OASDI
Income Rate OASDI
Acturial Balance OASDI
Change in
Acturial Balance
2001- 2075
14.55
13.59
-0.96
0.90
Based on Intermediate Assumptions of the 2001 Trustees Report. IA invested 50% Equity, 30% Corporate Bonds, 20%Treasury Bonds; 0.3% Administrative Expense. * Net of Benefit Offset.
Office of the Actuary Social Security Administration January 29, 2002