Plan 1(2+0)-100p Assumed % Electing PA = 100.0%-Financing Entirely from OASI Payroll Tax 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
11.00
0.52
313
-1.736
10.66
1.74
2005
10.56
10.98
0.42
319
-0.030
10.63
1.77
2006
10.64
10.96
0.31
324
-0.030
10.60
1.80
2007
10.77
10.95
0.18
327
-0.019
10.59
1.81
2008
10.93
10.94
0.01
328
-0.018
10.57
1.83
2009
11.11
10.94
-0.17
327
-0.018
10.55
1.85
2010
11.31
10.94
-0.38
323
-0.018
10.53
1.87
2011
11.52
10.93
-0.59
318
-0.018
10.51
1.89
2012
11.77
10.92
-0.86
310
-0.018
10.50
1.90
2013
12.06
10.91
-1.15
299
-0.018
10.48
1.92
2014
12.35
10.91
-1.45
287
-0.009
10.47
1.93
2015
12.67
10.91
-1.76
273
-0.006
10.46
1.94
2016
12.99
10.92
-2.08
257
-0.008
10.45
1.95
2017
13.33
10.92
-2.41
239
-0.006
10.45
1.95
2018
13.66
10.93
-2.74
220
-0.008
10.44
1.96
2019
14.00
10.93
-3.07
198
-0.006
10.43
1.97
2020
14.33
10.94
-3.39
176
-0.008
10.43
1.97
2021
14.63
10.95
-3.68
152
-0.006
10.42
1.98
2022
14.91
10.96
-3.95
127
-0.004
10.42
1.98
2023
15.18
10.98
-4.20
102
-0.004
10.41
1.99
2024
15.42
10.99
-4.43
75
-0.004
10.41
1.99
2025
15.65
11.01
-4.64
47
-0.004
10.40
2.00
2026
15.85
11.02
-4.83
18
-0.004
10.40
2.00
2027
16.03
11.04
-4.99
--
0.000
10.40
2.00
2028
16.19
11.05
-5.13
--
0.000
10.40
2.00
2029
16.30
11.07
-5.24
--
0.000
10.40
2.00
2030
16.39
11.08
-5.31
--
0.000
10.40
2.00
2031
16.46
11.10
-5.37
--
0.000
10.40
2.00
2032
16.51
11.11
-5.40
--
0.000
10.40
2.00
2033
16.53
11.12
-5.41
--
0.000
10.40
2.00
2034
16.51
11.13
-5.38
--
0.000
10.40
2.00
2035
16.46
11.14
-5.32
--
0.000
10.40
2.00
2036
16.39
11.15
-5.24
--
0.000
10.40
2.00
2037
16.30
11.15
-5.15
--
0.000
10.40
2.00
2038
16.20
11.16
-5.04
--
0.000
10.40
2.00
2039
16.08
11.16
-4.92
--
0.000
10.40
2.00
2040
15.96
11.17
-4.79
--
0.000
10.40
2.00
2041
15.84
11.17
-4.67
--
0.000
10.40
2.00
2042
15.72
11.18
-4.55
--
0.000
10.40
2.00
2043
15.61
11.18
-4.43
--
0.000
10.40
2.00
2044
15.50
11.19
-4.31
--
0.000
10.40
2.00
2045
15.39
11.19
-4.20
--
0.000
10.40
2.00
2046
15.29
11.20
-4.09
--
0.000
10.40
2.00
2047
15.19
11.21
-3.98
--
0.000
10.40
2.00
2048
15.09
11.21
-3.88
--
0.000
10.40
2.00
2049
15.01
11.22
-3.79
--
0.000
10.40
2.00
2050
14.95
11.23
-3.72
--
0.000
10.40
2.00
2051
14.90
11.23
-3.67
--
0.000
10.40
2.00
2052
14.87
11.24
-3.63
--
0.000
10.40
2.00
2053
14.85
11.25
-3.60
--
0.000
10.40
2.00
2054
14.83
11.26
-3.57
--
0.000
10.40
2.00
2055
14.82
11.27
-3.55
--
0.000
10.40
2.00
2056
14.82
11.28
-3.54
--
0.000
10.40
2.00
2057
14.82
11.28
-3.53
--
0.000
10.40
2.00
2058
14.82
11.29
-3.52
--
0.000
10.40
2.00
2059
14.82
11.30
-3.52
--
0.000
10.40
2.00
2060
14.83
11.31
-3.52
--
0.000
10.40
2.00
2061
14.84
11.32
-3.52
--
0.000
10.40
2.00
2062
14.85
11.33
-3.52
--
0.000
10.40
2.00
2063
14.86
11.33
-3.53
--
0.000
10.40
2.00
2064
14.88
11.34
-3.54
--
0.000
10.40
2.00
2065
14.90
11.35
-3.55
--
0.000
10.40
2.00
2066
14.92
11.36
-3.57
--
0.000
10.40
2.00
2067
14.95
11.36
-3.58
--
0.000
10.40
2.00
2068
14.97
11.37
-3.60
--
0.000
10.40
2.00
2069
15.00
11.38
-3.63
--
0.000
10.40
2.00
2070
15.03
11.38
-3.65
--
0.000
10.40
2.00
2071
15.07
11.39
-3.68
--
0.000
10.40
2.00
2072
15.11
11.39
-3.71
--
0.000
10.40
2.00
2073
15.15
11.40
-3.75
--
0.000
10.40
2.00
2074
15.19
11.40
-3.78
--
0.000
10.40
2.00
2075
15.23
11.41
-3.82
--
0.000
10.40
2.00
2076
15.28
11.41
-3.87
--
0.000
10.40
2.00
Summarized
Cost Rate OASDI
Income Rate OASDI
Acturial Balance OASDI
Change in
Acturial Balance
2001- 2075
14.10
11.76
-2.34
-0.48
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