Plan 2T-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: 2.0
Average Benefit Offset Annuity Net Yield Rate of: 2.0
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
1,353
54
54
54.1
0.0
2005
1,491
1,382
107
110
54.3
0.0
2006
1,570
1,407
161
166
54.6
0.0
2007
1,644
1,426
213
223
54.4
0.0
2008
1,711
1,440
265
281
54.3
0.0
2009
1,771
1,443
316
339
54.1
0.3
2010
1,824
1,439
366
397
53.9
0.7
2011
1,867
1,427
415
456
53.9
1.1
2012
1,901
1,407
463
514
53.7
1.5
2013
1,925
1,378
509
573
53.4
2.0
2014
1,937
1,340
554
631
52.8
2.6
2015
1,938
1,293
598
689
52.2
3.2
2016
1,928
1,237
640
746
51.6
3.9
2017
1,906
1,173
680
802
50.9
4.7
2018
1,873
1,100
718
857
50.3
5.5
2019
1,829
1,020
755
912
49.6
6.3
2020
1,775
934
789
965
49.0
7.2
2021
1,712
841
823
1,018
48.3
8.2
2022
1,641
745
854
1,069
47.6
9.2
2023
1,562
644
883
1,119
46.8
10.3
2024
1,476
541
911
1,168
46.1
11.4
2025
1,384
438
937
1,215
45.4
12.6
2026
1,287
433
961
1,261
44.7
13.8
2027
1,186
428
983
1,305
44.0
15.1
2028
1,080
421
1,004
1,348
43.2
16.4
2029
972
414
1,022
1,388
42.5
17.7
2030
861
407
1,039
1,428
41.8
19.1
2031
749
401
1,055
1,465
41.1
20.6
2032
636
391
1,068
1,500
40.4
22.0
2033
523
382
1,081
1,534
39.8
23.5
2034
410
375
1,091
1,565
39.1
25.0
2035
298
365
1,100
1,595
38.5
26.6
2036
188
355
1,107
1,622
37.9
28.2
2037
79
346
1,113
1,647
37.3
29.8
2038
-27
334
1,118
1,671
36.7
31.4
2039
-131
325
1,121
1,691
36.1
33.0
2040
-233
315
1,123
1,710
35.5
34.7
2041
-333
305
1,123
1,727
34.9
36.4
2042
-430
298
1,122
1,741
34.4
38.1
2043
-526
288
1,120
1,753
33.8
39.8
2044
-620
280
1,117
1,762
33.2
41.5
2045
-713
272
1,113
1,769
32.7
43.1
2046
-804
263
1,107
1,774
32.1
44.7
2047
-893
255
1,101
1,776
31.6
46.6
2048
-982
247
1,093
1,775
31.0
48.2
2049
-1,069
241
1,084
1,773
30.5
49.7
2050
-1,156
234
1,075
1,768
29.9
50.9
2051
-1,242
228
1,065
1,762
29.4
52.0
2052
-1,327
222
1,055
1,753
28.9
53.0
2053
-1,412
215
1,043
1,744
28.4
53.9
2054
-1,496
210
1,032
1,732
27.9
54.7
2055
-1,580
204
1,020
1,719
27.4
55.4
2056
-1,664
199
1,007
1,705
26.9
56.0
2057
-1,747
197
994
1,690
26.5
56.5
2058
-1,830
196
981
1,673
26.0
56.9
2059
-1,912
196
968
1,655
25.5
57.3
2060
-1,994
198
954
1,637
25.1
57.6
2061
-2,076
202
940
1,617
24.6
57.7
2062
-2,157
207
926
1,597
24.2
57.8
2063
-2,238
213
912
1,577
23.8
57.8
2064
-2,318
220
898
1,557
23.4
57.8
2065
-2,397
229
884
1,536
23.0
57.6
2066
-2,476
238
870
1,514
22.6
57.4
2067
-2,554
249
856
1,493
22.2
57.1
2068
-2,632
260
842
1,470
21.8
56.8
2069
-2,709
272
828
1,448
21.4
56.4
2070
-2,785
286
815
1,426
21.0
55.9
2071
-2,861
300
801
1,403
20.6
55.4
2072
-2,936
314
787
1,380
20.3
54.8
2073
-3,010
330
774
1,358
19.9
54.2
2074
-3,084
346
761
1,335
19.5
53.6
2075
-3,157
363
748
1,312
19.2
52.9
2076
-3,230
380
735
1,290
18.9
52.2
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

Return to List of Tables Return to memorandum List of memos