Present Law
With Ultimate Real Trust Fund Interest Rate of: 3.0
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
12.74
2.26
313
0.000
12.40
2005
10.56
12.75
2.19
335
0.000
12.40
2006
10.64
12.75
2.11
357
0.000
12.40
2007
10.77
12.76
1.99
376
0.000
12.40
2008
10.93
12.78
1.85
393
0.000
12.40
2009
11.12
12.79
1.67
407
0.000
12.40
2010
11.34
12.81
1.47
419
0.000
12.40
2011
11.56
12.81
1.25
428
0.000
12.40
2012
11.83
12.82
0.99
434
0.000
12.40
2013
12.13
12.83
0.70
437
0.000
12.40
2014
12.46
12.84
0.38
437
0.000
12.40
2015
12.80
12.85
0.05
435
0.000
12.40
2016
13.15
12.86
-0.29
430
0.000
12.40
2017
13.52
12.87
-0.64
423
0.000
12.40
2018
13.89
12.89
-1.00
414
0.000
12.40
2019
14.26
12.90
-1.36
403
0.000
12.40
2020
14.63
12.91
-1.72
390
0.000
12.40
2021
14.97
12.93
-2.04
376
0.000
12.40
2022
15.30
12.95
-2.36
362
0.000
12.40
2023
15.62
12.97
-2.65
345
0.000
12.40
2024
15.92
12.99
-2.93
328
0.000
12.40
2025
16.20
13.00
-3.20
310
0.000
12.40
2026
16.46
13.02
-3.44
291
0.000
12.40
2027
16.71
13.04
-3.67
272
0.000
12.40
2028
16.93
13.05
-3.87
251
0.000
12.40
2029
17.11
13.07
-4.05
230
0.000
12.40
2030
17.28
13.08
-4.19
209
0.000
12.40
2031
17.42
13.09
-4.33
186
0.000
12.40
2032
17.55
13.11
-4.44
164
0.000
12.40
2033
17.65
13.12
-4.53
140
0.000
12.40
2034
17.71
13.13
-4.58
117
0.000
12.40
2035
17.74
13.13
-4.61
93
0.000
12.40
2036
17.76
13.14
-4.62
69
0.000
12.40
2037
17.76
13.15
-4.62
44
0.000
12.40
2038
17.76
13.15
-4.60
19
0.000
12.40
2039
17.73
13.15
-4.58
--
0.000
12.40
2040
17.71
13.16
-4.55
--
0.000
12.40
2041
17.69
13.16
-4.53
--
0.000
12.40
2042
17.68
13.17
-4.51
--
0.000
12.40
2043
17.67
13.17
-4.50
--
0.000
12.40
2044
17.67
13.17
-4.50
--
0.000
12.40
2045
17.67
13.18
-4.50
--
0.000
12.40
2046
17.68
13.18
-4.50
--
0.000
12.40
2047
17.70
13.18
-4.51
--
0.000
12.40
2048
17.72
13.19
-4.53
--
0.000
12.40
2049
17.75
13.19
-4.56
--
0.000
12.40
2050
17.79
13.20
-4.59
--
0.000
12.40
2051
17.83
13.20
-4.63
--
0.000
12.40
2052
17.89
13.21
-4.68
--
0.000
12.40
2053
17.96
13.22
-4.74
--
0.000
12.40
2054
18.03
13.22
-4.80
--
0.000
12.40
2055
18.10
13.23
-4.87
--
0.000
12.40
2056
18.17
13.24
-4.94
--
0.000
12.40
2057
18.25
13.24
-5.00
--
0.000
12.40
2058
18.32
13.25
-5.07
--
0.000
12.40
2059
18.39
13.25
-5.14
--
0.000
12.40
2060
18.46
13.26
-5.20
--
0.000
12.40
2061
18.53
13.27
-5.26
--
0.000
12.40
2062
18.60
13.27
-5.32
--
0.000
12.40
2063
18.66
13.28
-5.38
--
0.000
12.40
2064
18.73
13.28
-5.44
--
0.000
12.40
2065
18.79
13.29
-5.50
--
0.000
12.40
2066
18.85
13.30
-5.56
--
0.000
12.40
2067
18.91
13.30
-5.61
--
0.000
12.40
2068
18.97
13.31
-5.67
--
0.000
12.40
2069
19.03
13.31
-5.72
--
0.000
12.40
2070
19.09
13.31
-5.78
--
0.000
12.40
2071
19.15
13.32
-5.83
--
0.000
12.40
2072
19.21
13.32
-5.89
--
0.000
12.40
2073
19.27
13.33
-5.94
--
0.000
12.40
2074
19.33
13.33
-5.99
--
0.000
12.40
2075
19.39
13.34
-6.05
--
0.000
12.40
2076
19.45
13.34
-6.11
--
0.000
12.40
Summarized
Cost
Rate
OASDI
Income
Rate
OASDI
Acturial
Balance
OASDI
Change in
Acturial
Balance
2001-
2075
15.44
13.58
-1.86
0.00
Based on Intermediate Assumptions of the 2001 Trustees Report.
Office of the Actuary
Social Security Administration
January 29, 2002
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