Plan 3T-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: 2.5
Average Benefit Offset Annuity Net Yield Rate of: 2.5
Year
Cost
Rate*
Income
Rate
Annual
Balance
Trust
Fund
Ratio
1-1-Year
Marginal
Change
in OASDI
Contribution
Rate
Specified
General
Fund
Transfers
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
11.60
1.12
313
-1.137
 
11.26
1.14
 
2005
10.56
11.93
1.37
325
0.322
0.34
11.58
1.16
 
2006
10.64
11.95
1.31
338
0.015
0.38
11.60
1.18
 
2007
10.77
11.96
1.19
351
-0.001
0.39
11.60
1.19
 
2008
10.93
11.97
1.04
361
0.001
0.40
11.60
1.20
 
2009
11.19
11.99
0.79
366
-0.005
0.41
11.59
1.21
 
2010
11.38
12.03
0.65
371
0.027
0.44
11.62
1.22
 
2011
11.57
12.05
0.48
374
0.011
0.47
11.63
1.24
 
2012
11.80
12.06
0.26
375
0.011
0.49
11.64
1.25
 
2013
12.06
12.09
0.03
374
0.012
0.51
11.65
1.26
 
2014
12.32
12.11
-0.21
372
0.019
0.54
11.67
1.27
 
2015
12.60
12.14
-0.46
368
0.022
0.57
11.70
1.27
 
2016
12.88
12.18
-0.71
362
0.022
0.59
11.72
1.27
 
2017
13.17
12.21
-0.96
354
0.025
0.62
11.74
1.28
 
2018
13.46
12.25
-1.21
345
0.025
0.65
11.77
1.28
 
2019
13.75
12.28
-1.46
335
0.028
0.68
11.80
1.29
 
2020
14.03
12.30
-1.73
323
0.002
0.69
11.80
1.29
 
2021
14.28
12.32
-1.96
311
0.003
0.70
11.80
1.30
 
2022
14.51
12.34
-2.18
298
0.004
0.70
11.81
1.30
 
2023
14.73
12.36
-2.37
284
0.004
0.71
11.81
1.30
 
2024
14.92
12.38
-2.55
269
0.004
0.72
11.81
1.30
 
2025
15.10
12.40
-2.70
254
0.003
0.72
11.82
1.31
 
2026
15.25
12.42
-2.84
238
0.003
0.73
11.82
1.31
 
2027
15.39
12.44
-2.95
222
0.005
0.73
11.82
1.31
 
2028
15.49
12.46
-3.03
205
0.005
0.74
11.83
1.31
 
2029
15.55
12.47
-3.08
188
0.004
0.74
11.83
1.31
 
2030
15.59
12.49
-3.10
171
0.004
0.75
11.84
1.31
 
2031
15.61
12.50
-3.10
154
0.003
0.75
11.84
1.31
 
2032
15.60
12.52
-3.09
137
0.003
0.75
11.84
1.31
 
2033
15.58
12.53
-3.05
120
0.003
0.76
11.85
1.31
 
2034
15.52
14.84
-0.68
103
2.302
0.76
14.15
1.31
2.30
2035
15.44
15.05
-0.39
100
0.202
0.76
14.35
1.31
2.50
2036
15.34
15.05
-0.29
100
0.001
0.76
14.35
1.31
2.50
2037
15.23
14.86
-0.37
100
-0.199
0.76
14.15
1.31
2.30
2038
15.11
14.67
-0.45
100
-0.199
0.76
13.95
1.31
2.10
2039
14.98
14.67
-0.31
100
0.001
0.76
13.95
1.31
2.10
2040
14.85
14.48
-0.37
100
-0.199
0.76
13.75
1.31
1.90
2041
14.72
14.28
-0.44
100
-0.199
0.76
13.55
1.31
1.70
2042
14.59
14.29
-0.30
100
0.001
0.77
13.56
1.31
1.70
2043
14.46
14.09
-0.37
100
-0.199
0.77
13.36
1.31
1.50
2044
14.34
14.00
-0.34
100
-0.099
0.77
13.26
1.31
1.40
2045
14.22
13.90
-0.32
100
-0.099
0.77
13.16
1.31
1.30
2046
14.10
13.71
-0.39
100
-0.199
0.77
12.96
1.31
1.10
2047
13.99
13.62
-0.37
100
-0.098
0.77
12.86
1.31
1.00
2048
13.88
13.53
-0.35
100
-0.098
0.77
12.76
1.31
0.90
2049
13.77
13.53
-0.24
100
0.003
0.78
12.77
1.31
0.90
2050
13.68
13.34
-0.34
100
-0.198
0.78
12.57
1.31
0.70
2051
13.61
13.35
-0.26
100
0.003
0.78
12.57
1.31
0.70
2052
13.54
13.16
-0.38
100
-0.197
0.79
12.38
1.31
0.50
2053
13.48
13.17
-0.31
100
0.003
0.79
12.38
1.31
0.50
2054
13.43
13.18
-0.25
100
0.003
0.79
12.38
1.31
0.50
2055
13.38
13.19
-0.19
100
0.004
0.80
12.39
1.31
0.50
2056
13.34
13.00
-0.34
100
-0.196
0.80
12.19
1.31
0.30
2057
13.29
13.01
-0.28
100
0.004
0.80
12.19
1.31
0.30
2058
13.25
13.02
-0.23
100
0.004
0.81
12.20
1.31
0.30
2059
13.21
12.93
-0.28
100
-0.096
0.81
12.10
1.31
0.20
2060
13.18
12.94
-0.23
100
0.004
0.82
12.11
1.31
0.20
2061
13.14
12.85
-0.29
100
-0.096
0.82
12.01
1.31
0.10
2062
13.10
12.86
-0.24
100
0.004
0.82
12.01
1.31
0.10
2063
13.07
12.87
-0.20
100
0.004
0.83
12.02
1.31
0.10
2064
13.04
12.78
-0.26
100
-0.096
0.83
11.92
1.31
0.00
2065
13.01
12.79
-0.23
100
0.004
0.84
11.93
1.31
0.00
2066
12.99
12.80
-0.19
100
0.004
0.84
11.93
1.31
 
2067
12.96
12.80
-0.15
101
0.003
0.84
11.93
1.31
 
2068
12.93
12.81
-0.12
102
0.003
0.85
11.94
1.31
 
2069
12.90
12.82
-0.09
103
0.003
0.85
11.94
1.31
 
2070
12.87
12.82
-0.05
104
0.003
0.85
11.94
1.31
 
2071
12.84
12.83
-0.01
106
0.003
0.85
11.94
1.31
 
2072
12.81
12.83
0.02
108
0.002
0.86
11.95
1.31
 
2073
12.78
12.84
0.06
110
0.003
0.86
11.95
1.31
 
2074
12.75
12.84
0.09
112
0.002
0.86
11.95
1.31
 
2075
12.73
12.85
0.12
115
0.002
0.86
11.95
1.31
 
2076
12.70
12.85
0.14
118
0.001
0.86
11.95
1.31
 
 
Summarized
 
 
 
 
 
 
 
Cost
Rate
OASDI
Income
Rate
OASDI
Acturial
Balance
OASDI
Change in
Acturial
Balance
 
 
 
 
 
2001-
2075
13.35
13.37
0.02
1.88
 
 
 
 
 
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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