Plan 1(1+1)-67p
Assumed % Electing PA = 66.7%-Half of Financing from Payroll Taxes; Rest 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
12.16
1.68
313
-0.579
11.82
1.16
 
2005
10.56
12.16
1.60
330
-0.010
11.81
1.18
 
2006
10.64
12.16
1.51
346
-0.010
11.80
1.20
 
2007
10.77
12.16
1.39
360
-0.006
11.80
1.21
 
2008
10.93
12.16
1.24
372
-0.006
11.79
1.22
 
2009
11.12
12.17
1.06
381
-0.006
11.78
1.23
 
2010
11.32
12.18
0.86
388
-0.006
11.78
1.25
 
2011
11.53
12.18
0.65
392
-0.006
11.77
1.26
 
2012
11.79
12.19
0.39
393
-0.006
11.77
1.27
 
2013
12.08
12.19
0.11
393
-0.006
11.76
1.28
 
2014
12.39
12.20
-0.19
389
-0.003
11.76
1.29
 
2015
12.71
12.21
-0.51
384
-0.002
11.75
1.29
 
2016
13.05
12.21
-0.83
376
-0.003
11.75
1.30
 
2017
13.39
12.22
-1.17
366
-0.002
11.75
1.30
 
2018
13.74
12.23
-1.51
354
-0.003
11.75
1.31
 
2019
14.09
12.24
-1.84
340
-0.002
11.74
1.31
 
2020
14.43
12.25
-2.18
325
-0.003
11.74
1.32
 
2021
14.74
12.27
-2.47
309
-0.002
11.74
1.32
 
2022
15.04
12.29
-2.76
292
-0.001
11.74
1.32
 
2023
15.32
12.30
-3.02
274
-0.001
11.74
1.33
 
2024
15.59
12.32
-3.27
254
-0.001
11.74
1.33
 
2025
15.83
12.34
-3.49
234
-0.001
11.73
1.33
 
2026
16.05
12.35
-3.70
213
-0.001
11.73
1.33
 
2027
16.26
12.37
-3.89
192
0.000
11.73
1.33
 
2028
16.43
12.39
-4.05
170
0.000
11.73
1.33
 
2029
16.57
12.40
-4.17
147
0.000
11.73
1.33
 
2030
16.69
12.42
-4.27
123
0.000
11.73
1.33
 
2031
16.78
12.43
-4.35
100
0.000
11.73
1.33
 
2032
16.86
12.44
-4.42
75
0.000
11.73
1.33
 
2033
16.90
12.45
-4.45
50
0.000
11.73
1.33
 
2034
16.91
12.46
-4.45
25
0.000
11.73
1.33
 
2035
16.89
12.47
-4.42
--
0.000
11.73
1.33
 
2036
16.85
12.48
-4.37
--
0.000
11.73
1.33
 
2037
16.79
12.48
-4.31
--
0.000
11.73
1.33
 
2038
16.72
12.49
-4.23
--
0.000
11.73
1.33
 
2039
16.63
12.49
-4.14
--
0.000
11.73
1.33
 
2040
16.54
12.50
-4.05
--
0.000
11.73
1.33
 
2041
16.46
12.50
-3.96
--
0.000
11.73
1.33
 
2042
16.38
12.51
-3.87
--
0.000
11.73
1.33
 
2043
16.30
12.51
-3.78
--
0.000
11.73
1.33
 
2044
16.22
12.52
-3.70
--
0.000
11.73
1.33
 
2045
16.15
12.52
-3.63
--
0.000
11.73
1.33
 
2046
16.09
12.53
-3.56
--
0.000
11.73
1.33
 
2047
16.02
12.53
-3.49
--
0.000
11.73
1.33
 
2048
15.97
12.54
-3.43
--
0.000
11.73
1.33
 
2049
15.92
12.54
-3.38
--
0.000
11.73
1.33
 
2050
15.89
12.55
-3.34
--
0.000
11.73
1.33
 
2051
15.88
12.56
-3.32
--
0.000
11.73
1.33
 
2052
15.88
12.56
-3.31
--
0.000
11.73
1.33
 
2053
15.88
12.57
-3.31
--
0.000
11.73
1.33
 
2054
15.90
12.58
-3.32
--
0.000
11.73
1.33
 
2055
15.91
12.59
-3.32
--
0.000
11.73
1.33
 
2056
15.93
12.60
-3.34
--
0.000
11.73
1.33
 
2057
15.96
12.60
-3.36
--
0.000
11.73
1.33
 
2058
15.99
12.61
-3.37
--
0.000
11.73
1.33
 
2059
16.01
12.62
-3.39
--
0.000
11.73
1.33
 
2060
16.04
12.63
-3.41
--
0.000
11.73
1.33
 
2061
16.07
12.63
-3.43
--
0.000
11.73
1.33
 
2062
16.10
12.64
-3.46
--
0.000
11.73
1.33
 
2063
16.13
12.65
-3.48
--
0.000
11.73
1.33
 
2064
16.16
12.66
-3.51
--
0.000
11.73
1.33
 
2065
16.20
12.66
-3.54
--
0.000
11.73
1.33
 
2066
16.23
12.67
-3.56
--
0.000
11.73
1.33
 
2067
16.27
12.67
-3.59
--
0.000
11.73
1.33
 
2068
16.31
12.68
-3.63
--
0.000
11.73
1.33
 
2069
16.35
12.69
-3.66
--
0.000
11.73
1.33
 
2070
16.39
12.69
-3.69
--
0.000
11.73
1.33
 
2071
16.43
12.70
-3.73
--
0.000
11.73
1.33
 
2072
16.47
12.70
-3.77
--
0.000
11.73
1.33
 
2073
16.52
12.71
-3.81
--
0.000
11.73
1.33
 
2074
16.57
12.71
-3.85
--
0.000
11.73
1.33
 
2075
16.62
12.72
-3.90
--
0.000
11.73
1.33
 
2076
16.67
12.72
-3.95
--
0.000
11.73
1.33
 
 
Summarized
 
 
 
 
 
 
Cost
Rate
OASDI
Income
Rate
OASDI
Acturial
Balance
OASDI
Change in
Acturial
Balance
 
 
 
 
2001-
2075
14.55
12.98
-1.57
0.29
 
 
 
 
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

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