Plan 1(1+1)67p--a
Assumed % Electing PA =66.7%-Additional Aggregate Values to Trust Fund and Personal Account
With:
Ultimate Real 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
Ultimate Average Real IA Rate of: 4.6
Average IA Annuity Net Yield Rate of: 3.0
Year
Present Law
Trust Fund
(End of Year)
Proposal
Trust Fund
(End of Year)
Net Accrual
for Future
Benefit Offset 1/
IA/Annuity
Assets
(End of Year)
IA
Contributions
in Year
IA
Disbursements
in Year
(Billions of Present Value Dollars 1/1/2001)
2001
1,139
1,139
 
 
 
 
2002
1,230
1,230
0
0
0.0
0.0
2003
1,320
1,320
0
0
0.0
0.0
2004
1,407
1,384
45
46
45.2
0.0
2005
1,491
1,445
91
92
45.4
0.0
2006
1,570
1,501
137
139
45.7
0.0
2007
1,644
1,553
184
187
45.5
0.0
2008
1,711
1,598
230
235
45.4
0.0
2009
1,771
1,635
276
284
45.3
0.3
2010
1,824
1,666
322
332
45.1
0.5
2011
1,867
1,688
368
381
45.1
0.9
2012
1,901
1,701
413
430
44.9
1.3
2013
1,925
1,704
458
479
44.7
1.7
2014
1,937
1,696
502
528
44.2
2.2
2015
1,938
1,678
546
576
43.7
2.7
2016
1,928
1,650
588
624
43.2
3.3
2017
1,906
1,611
629
671
42.6
3.9
2018
1,873
1,562
670
717
42.1
4.6
2019
1,829
1,503
709
763
41.5
5.3
2020
1,775
1,435
747
808
41.0
6.1
2021
1,712
1,358
784
852
40.4
6.9
2022
1,641
1,275
819
895
39.8
7.7
2023
1,562
1,185
854
936
39.2
8.6
2024
1,476
1,090
887
977
38.6
9.5
2025
1,384
989
918
1,017
38.0
10.5
2026
1,287
885
948
1,055
37.4
11.6
2027
1,186
777
977
1,092
36.8
12.6
2028
1,080
667
1,004
1,128
36.2
13.7
2029
972
556
1,030
1,162
35.6
14.8
2030
861
443
1,054
1,195
35.0
16.0
2031
749
330
1,077
1,226
34.4
17.2
2032
636
218
1,098
1,255
33.8
18.4
2033
523
106
1,117
1,283
33.3
19.7
2034
410
-3
1,135
1,310
32.8
21.0
2035
298
-110
1,152
1,334
32.2
22.3
2036
188
-215
1,167
1,357
31.7
23.6
2037
79
-316
1,180
1,379
31.2
24.9
2038
-27
-414
1,192
1,398
30.7
26.3
2039
-131
-508
1,202
1,415
30.2
27.6
2040
-233
-598
1,210
1,431
29.7
29.0
2041
-333
-686
1,217
1,445
29.2
30.4
2042
-430
-769
1,223
1,457
28.8
31.9
2043
-526
-850
1,227
1,467
28.3
33.3
2044
-620
-927
1,229
1,474
27.8
34.7
2045
-713
-1,002
1,230
1,480
27.3
36.1
2046
-804
-1,074
1,229
1,484
26.9
37.4
2047
-893
-1,144
1,227
1,486
26.4
39.0
2048
-982
-1,211
1,223
1,486
26.0
40.4
2049
-1,069
-1,276
1,218
1,483
25.5
41.6
2050
-1,156
-1,339
1,212
1,479
25.1
42.6
2051
-1,242
-1,400
1,205
1,474
24.6
43.5
2052
-1,327
-1,461
1,197
1,467
24.2
44.3
2053
-1,412
-1,520
1,188
1,459
23.8
45.1
2054
-1,496
-1,578
1,178
1,449
23.3
45.7
2055
-1,580
-1,636
1,167
1,439
22.9
46.3
2056
-1,664
-1,693
1,156
1,427
22.5
46.9
2057
-1,747
-1,748
1,144
1,414
22.1
47.3
2058
-1,830
-1,804
1,131
1,400
21.7
47.7
2059
-1,912
-1,858
1,118
1,385
21.4
47.9
2060
-1,994
-1,912
1,104
1,370
21.0
48.2
2061
-2,076
-1,966
1,090
1,353
20.6
48.3
2062
-2,157
-2,018
1,075
1,336
20.3
48.4
2063
-2,238
-2,071
1,061
1,320
19.9
48.4
2064
-2,318
-2,122
1,046
1,303
19.6
48.3
2065
-2,397
-2,173
1,030
1,285
19.2
48.2
2066
-2,476
-2,224
1,015
1,267
18.9
48.0
2067
-2,554
-2,274
999
1,249
18.5
47.8
2068
-2,632
-2,324
984
1,231
18.2
47.5
2069
-2,709
-2,373
968
1,212
17.9
47.2
2070
-2,785
-2,422
953
1,193
17.6
46.8
2071
-2,861
-2,471
937
1,174
17.3
46.3
2072
-2,936
-2,519
922
1,155
17.0
45.9
2073
-3,010
-2,566
906
1,136
16.7
45.4
2074
-3,084
-2,614
891
1,117
16.4
44.8
2075
-3,157
-2,661
876
1,098
16.1
44.3
2076
-3,230
-2,708
861
1,080
15.8
43.7
IA invested 50% Equity, 30% Corporate Bonds, 20%Treasury Bonds; 0.3% Administrative Expense.

1/ Present value of net current offset accrual; reduction of future obligations.
Office of the Actuary
Social Security Administration
January 29, 2002

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