Plan 2T-67p
Assumed % Electing PA = 66.7%
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: 2.0
Average Benefit Offset Annuity Net Yield Rate of: 2.0
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
11.36
0.87
313
-1.383
11.02
1.38
 
2005
10.56
11.34
0.78
322
-0.024
10.99
1.41
 
2006
10.64
11.32
0.68
331
-0.024
10.97
1.43
 
2007
10.77
11.32
0.54
337
-0.015
10.95
1.45
 
2008
10.93
11.32
0.39
341
-0.014
10.94
1.46
 
2009
11.21
11.32
0.11
340
-0.014
10.93
1.47
 
2010
11.41
11.32
-0.08
340
-0.014
10.91
1.49
 
2011
11.60
11.31
-0.29
336
-0.014
10.90
1.50
 
2012
11.85
11.31
-0.54
331
-0.014
10.88
1.52
 
2013
12.11
11.30
-0.81
324
-0.014
10.87
1.53
 
2014
12.39
11.30
-1.09
315
-0.007
10.86
1.54
 
2015
12.68
11.31
-1.37
304
-0.005
10.86
1.54
 
2016
12.96
11.31
-1.65
291
-0.006
10.85
1.55
 
2017
13.26
11.32
-1.94
277
-0.005
10.85
1.55
 
2018
13.55
11.32
-2.23
261
-0.006
10.84
1.56
 
2019
13.83
11.32
-2.50
244
-0.005
10.83
1.57
 
2020
14.10
11.33
-2.77
226
-0.006
10.83
1.57
 
2021
14.33
11.34
-3.00
207
-0.005
10.82
1.58
 
2022
14.55
11.35
-3.20
187
-0.003
10.82
1.58
 
2023
14.74
11.36
-3.38
166
-0.003
10.82
1.58
 
2024
14.91
11.38
-3.54
145
-0.003
10.81
1.59
 
2025
15.06
11.49
-3.57
122
0.097
10.91
1.59
0.1
2026
15.18
15.00
-0.19
100
3.497
14.41
1.59
3.6
2027
15.28
15.11
-0.17
100
0.100
14.51
1.59
3.7
2028
15.35
15.12
-0.23
100
0.000
14.51
1.59
3.7
2029
15.39
15.13
-0.25
100
0.000
14.51
1.59
3.7
2030
15.39
15.14
-0.25
100
0.000
14.51
1.59
3.7
2031
15.38
15.15
-0.23
100
0.000
14.51
1.59
3.7
2032
15.34
14.96
-0.38
100
-0.200
14.31
1.59
3.5
2033
15.28
14.97
-0.31
100
0.000
14.31
1.59
3.5
2034
15.18
14.87
-0.30
100
-0.100
14.21
1.59
3.4
2035
15.05
14.68
-0.37
100
-0.200
14.01
1.59
3.2
2036
14.91
14.48
-0.43
100
-0.200
13.81
1.59
3.0
2037
14.75
14.38
-0.37
100
-0.100
13.71
1.59
2.9
2038
14.57
14.08
-0.49
100
-0.300
13.41
1.59
2.6
2039
14.39
13.98
-0.40
100
-0.100
13.31
1.59
2.5
2040
14.20
13.79
-0.41
100
-0.200
13.11
1.59
2.3
2041
14.01
13.59
-0.42
100
-0.200
12.91
1.59
2.1
2042
13.82
13.49
-0.33
100
-0.100
12.81
1.59
2.0
2043
13.63
13.19
-0.45
100
-0.300
12.51
1.59
1.7
2044
13.45
13.09
-0.36
100
-0.100
12.41
1.59
1.6
2045
13.27
12.89
-0.39
100
-0.200
12.21
1.59
1.4
2046
13.10
12.69
-0.41
100
-0.200
12.01
1.59
1.2
2047
12.93
12.49
-0.44
100
-0.200
11.81
1.59
1.0
2048
12.76
12.39
-0.37
100
-0.100
11.71
1.59
0.9
2049
12.60
12.29
-0.31
100
-0.100
11.61
1.59
0.8
2050
12.46
12.09
-0.36
100
-0.200
11.41
1.59
0.6
2051
12.32
12.00
-0.32
100
-0.100
11.31
1.59
0.5
2052
12.20
11.90
-0.30
100
-0.100
11.21
1.59
0.4
2053
12.08
11.70
-0.38
100
-0.200
11.01
1.59
0.2
2054
11.97
11.70
-0.26
100
0.000
11.01
1.59
0.2
2055
11.86
11.51
-0.36
100
-0.200
10.81
1.59
 
2056
11.76
11.51
-0.25
100
0.000
10.81
1.59
 
2057
11.66
11.51
-0.14
100
0.000
10.81
1.59
 
2058
11.56
11.51
-0.04
101
0.000
10.81
1.59
 
2059
11.46
11.52
0.06
104
0.000
10.81
1.59
 
2060
11.37
11.52
0.15
107
0.000
10.81
1.59
 
2061
11.27
11.52
0.25
111
0.000
10.81
1.59
 
2062
11.18
11.52
0.34
116
0.000
10.81
1.59
 
2063
11.10
11.52
0.42
122
0.000
10.81
1.59
 
2064
11.01
11.52
0.51
128
0.000
10.81
1.59
 
2065
10.93
11.52
0.60
136
0.000
10.81
1.59
 
2066
10.84
11.52
0.68
145
0.000
10.81
1.59
 
2067
10.76
11.53
0.77
155
0.000
10.81
1.59
 
2068
10.68
11.53
0.85
166
0.000
10.81
1.59
 
2069
10.59
11.53
0.93
178
0.000
10.81
1.59
 
2070
10.51
11.52
1.01
191
0.000
10.81
1.59
 
2071
10.43
11.52
1.10
206
0.000
10.81
1.59
 
2072
10.35
11.52
1.18
221
0.000
10.81
1.59
 
2073
10.26
11.52
1.26
238
0.000
10.81
1.59
 
2074
10.18
11.52
1.34
257
0.000
10.81
1.59
 
2075
10.11
11.52
1.41
276
0.000
10.81
1.59
 
2076
10.03
11.52
1.49
297
0.000
10.81
1.59
 
 
Summarized
 
 
 
 
 
 
Cost
Rate
OASDI
Income
Rate
OASDI
Acturial
Balance
OASDI
Change in
Acturial
Balance
 
 
 
 
2001-
2075
12.78
12.91
0.13
1.99
 
 
 
 
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.
** Includes additional net General Fund transfers.
Office of the Actuary
Social Security Administration
January 29, 2002

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