Plan 1(2+0)-67p Assumed % Electing PA = 66.7%--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
11.58
1.10
313
-1.157
11.24
1.16
2005
10.56
11.57
1.01
325
-0.020
11.22
1.18
2006
10.64
11.56
0.91
335
-0.020
11.20
1.20
2007
10.77
11.55
0.78
343
-0.012
11.19
1.21
2008
10.93
11.55
0.62
350
-0.012
11.18
1.22
2009
11.12
11.56
0.44
354
-0.012
11.17
1.23
2010
11.32
11.56
0.24
355
-0.012
11.15
1.25
2011
11.53
11.55
0.02
354
-0.012
11.14
1.26
2012
11.79
11.55
-0.24
351
-0.012
11.13
1.27
2013
12.08
11.55
-0.53
345
-0.012
11.12
1.28
2014
12.39
11.55
-0.84
338
-0.006
11.11
1.29
2015
12.71
11.56
-1.15
327
-0.004
11.11
1.29
2016
13.05
11.57
-1.48
315
-0.005
11.10
1.30
2017
13.39
11.57
-1.82
301
-0.004
11.10
1.30
2018
13.74
11.58
-2.16
285
-0.005
11.09
1.31
2019
14.09
11.59
-2.50
268
-0.004
11.09
1.31
2020
14.43
11.59
-2.83
248
-0.005
11.08
1.32
2021
14.74
11.61
-3.13
228
-0.004
11.08
1.32
2022
15.04
11.63
-3.42
207
-0.003
11.08
1.32
2023
15.32
11.64
-3.68
184
-0.003
11.07
1.33
2024
15.59
11.66
-3.93
161
-0.003
11.07
1.33
2025
15.83
11.67
-4.16
137
-0.003
11.07
1.33
2026
16.05
11.69
-4.37
111
-0.003
11.07
1.33
2027
16.26
11.70
-4.55
85
0.000
11.07
1.33
2028
16.43
11.72
-4.71
58
0.000
11.07
1.33
2029
16.57
11.74
-4.84
31
0.000
11.07
1.33
2030
16.69
11.75
-4.94
2
0.000
11.07
1.33
2031
16.78
11.76
-5.02
--
0.000
11.07
1.33
2032
16.86
11.78
-5.08
--
0.000
11.07
1.33
2033
16.90
11.79
-5.12
--
0.000
11.07
1.33
2034
16.91
11.80
-5.11
--
0.000
11.07
1.33
2035
16.89
11.80
-5.08
--
0.000
11.07
1.33
2036
16.85
11.81
-5.04
--
0.000
11.07
1.33
2037
16.79
11.82
-4.97
--
0.000
11.07
1.33
2038
16.72
11.82
-4.90
--
0.000
11.07
1.33
2039
16.63
11.83
-4.81
--
0.000
11.07
1.33
2040
16.54
11.83
-4.71
--
0.000
11.07
1.33
2041
16.46
11.84
-4.62
--
0.000
11.07
1.33
2042
16.38
11.84
-4.54
--
0.000
11.07
1.33
2043
16.30
11.84
-4.45
--
0.000
11.07
1.33
2044
16.22
11.85
-4.37
--
0.000
11.07
1.33
2045
16.15
11.85
-4.30
--
0.000
11.07
1.33
2046
16.09
11.86
-4.23
--
0.000
11.07
1.33
2047
16.02
11.87
-4.16
--
0.000
11.07
1.33
2048
15.97
11.87
-4.10
--
0.000
11.07
1.33
2049
15.92
11.88
-4.05
--
0.000
11.07
1.33
2050
15.89
11.88
-4.01
--
0.000
11.07
1.33
2051
15.88
11.89
-3.99
--
0.000
11.07
1.33
2052
15.88
11.90
-3.98
--
0.000
11.07
1.33
2053
15.88
11.91
-3.98
--
0.000
11.07
1.33
2054
15.90
11.91
-3.98
--
0.000
11.07
1.33
2055
15.91
11.92
-3.99
--
0.000
11.07
1.33
2056
15.93
11.93
-4.01
--
0.000
11.07
1.33
2057
15.96
11.94
-4.02
--
0.000
11.07
1.33
2058
15.99
11.95
-4.04
--
0.000
11.07
1.33
2059
16.01
11.95
-4.06
--
0.000
11.07
1.33
2060
16.04
11.96
-4.08
--
0.000
11.07
1.33
2061
16.07
11.97
-4.10
--
0.000
11.07
1.33
2062
16.10
11.98
-4.12
--
0.000
11.07
1.33
2063
16.13
11.98
-4.15
--
0.000
11.07
1.33
2064
16.16
11.99
-4.17
--
0.000
11.07
1.33
2065
16.20
12.00
-4.20
--
0.000
11.07
1.33
2066
16.23
12.00
-4.23
--
0.000
11.07
1.33
2067
16.27
12.01
-4.26
--
0.000
11.07
1.33
2068
16.31
12.01
-4.29
--
0.000
11.07
1.33
2069
16.35
12.02
-4.33
--
0.000
11.07
1.33
2070
16.39
12.03
-4.36
--
0.000
11.07
1.33
2071
16.43
12.03
-4.40
--
0.000
11.07
1.33
2072
16.47
12.04
-4.44
--
0.000
11.07
1.33
2073
16.52
12.04
-4.48
--
0.000
11.07
1.33
2074
16.57
12.05
-4.52
--
0.000
11.07
1.33
2075
16.62
12.05
-4.56
--
0.000
11.07
1.33
2076
16.67
12.06
-4.61
--
0.000
11.07
1.33
Summarized
Cost Rate OASDI
Income Rate OASDI
Acturial Balance OASDI
Change in
Acturial Balance
2001- 2075
14.55
12.37
-2.18
-0.32
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