Plan 3T-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: 2.5
Average Benefit Offset Annuity Net Yield Rate of: 2.5
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
1,362
44
67
67.1
0.0
2005
1,491
1,415
89
136
67.4
0.0
2006
1,570
1,463
133
206
67.7
0.0
2007
1,644
1,507
177
277
67.5
0.0
2008
1,711
1,545
221
349
67.3
0.0
2009
1,771
1,573
264
421
67.1
0.4
2010
1,824
1,595
306
493
66.9
0.8
2011
1,867
1,612
348
566
66.8
1.3
2012
1,901
1,620
389
638
66.6
1.9
2013
1,925
1,620
429
711
66.3
2.5
2014
1,937
1,612
468
783
65.6
3.2
2015
1,938
1,596
506
854
64.8
4.0
2016
1,928
1,572
543
925
64.0
4.9
2017
1,906
1,539
578
995
63.2
5.8
2018
1,873
1,500
612
1,064
62.4
6.8
2019
1,829
1,453
645
1,131
61.6
7.8
2020
1,775
1,398
676
1,198
60.8
9.0
2021
1,712
1,337
706
1,263
59.9
10.2
2022
1,641
1,271
735
1,327
59.0
11.4
2023
1,562
1,201
762
1,389
58.1
12.8
2024
1,476
1,126
788
1,449
57.3
14.2
2025
1,384
1,048
812
1,508
56.4
15.6
2026
1,287
968
834
1,565
55.5
17.1
2027
1,186
886
856
1,620
54.6
18.7
2028
1,080
804
876
1,673
53.7
20.3
2029
972
721
894
1,723
52.8
22.0
2030
861
639
911
1,772
51.9
23.7
2031
749
559
926
1,818
51.0
25.5
2032
636
480
940
1,862
50.2
27.3
2033
523
403
953
1,904
49.4
29.2
2034
410
386
964
1,943
48.6
31.1
2035
298
376
974
1,979
47.8
33.0
2036
188
369
982
2,013
47.1
35.0
2037
79
360
989
2,045
46.3
37.0
2038
-27
349
995
2,074
45.6
39.0
2039
-131
342
1,000
2,100
44.8
41.0
2040
-233
333
1,003
2,123
44.1
43.1
2041
-333
323
1,005
2,144
43.4
45.1
2042
-430
316
1,006
2,161
42.7
47.2
2043
-526
308
1,006
2,176
42.0
49.4
2044
-620
301
1,004
2,187
41.3
51.5
2045
-713
294
1,002
2,196
40.6
53.5
2046
-804
285
998
2,202
39.9
55.5
2047
-893
278
994
2,205
39.2
57.8
2048
-982
271
988
2,204
38.5
59.9
2049
-1,069
266
981
2,201
37.8
61.7
2050
-1,156
259
974
2,195
37.2
63.2
2051
-1,242
254
966
2,187
36.5
64.5
2052
-1,327
247
957
2,177
35.9
65.7
2053
-1,412
241
948
2,165
35.3
66.9
2054
-1,496
237
938
2,151
34.7
67.9
2055
-1,580
233
928
2,135
34.0
68.7
2056
-1,664
227
917
2,117
33.4
69.5
2057
-1,747
222
906
2,098
32.9
70.2
2058
-1,830
218
895
2,077
32.3
70.7
2059
-1,912
213
883
2,055
31.7
71.1
2060
-1,994
210
871
2,032
31.2
71.5
2061
-2,076
205
859
2,008
30.6
71.7
2062
-2,157
201
847
1,983
30.1
71.8
2063
-2,238
198
834
1,958
29.5
71.8
2064
-2,318
194
822
1,933
29.0
71.7
2065
-2,397
190
809
1,907
28.5
71.5
2066
-2,476
187
797
1,881
28.0
71.3
2067
-2,554
185
784
1,854
27.5
70.9
2068
-2,632
183
771
1,826
27.0
70.5
2069
-2,709
182
759
1,798
26.6
70.0
2070
-2,785
181
746
1,770
26.1
69.4
2071
-2,861
181
734
1,742
25.6
68.8
2072
-2,936
181
721
1,714
25.2
68.1
2073
-3,010
181
709
1,686
24.7
67.3
2074
-3,084
182
697
1,658
24.3
66.5
2075
-3,157
183
685
1,630
23.8
65.7
2076
-3,230
185
673
1,602
23.4
64.9
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

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