Table 3-100P - Assumed % Electing PRA = 100.0%
IA to Estate at
Death Prior to Entitlement
If No Survivor
Tax IA Disbursement
2.5% of OASDI Taxable Earnings up to $1,000 in 2004, With 1% Add On;
Benefit Offset @ Real Yield Rate = 2.5%;
IA Contribution = 1.965%;
Benefit Offset = 100.0%

With Ultimate Real Trust Fund Interest Rate of: 3.0
Ultimate Average Real Shadow IA Rate of: 2.5
Average Shadow Annuity Net Real Yield Rate of: 2.5
Year
Cost
Rate*
Income
Rate
Annual
Balance
Trust
Fund
Ratio
1-1-Year
Marginal
Change
in OASDI
Contribution
Rate
Additional
General
Fund
Transfers
Net OASDI
Contribution
Rate**
Changes in OASDI
Contribution Rate from--
PRA
Contributions
General Fund
Pays for PRA
Contribution
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
8.93
11.24
2.31
313
-1.453
 
10.95
1.45
 
2005
8.98
11.22
2.24
325
-0.023
 
10.92
1.48
 
2006
9.04
11.20
2.16
337
-0.023
 
10.90
1.50
 
2007
9.15
11.20
2.05
346
-0.015
 
10.89
1.51
 
2008
9.27
11.19
1.92
354
-0.014
 
10.87
1.53
 
2009
9.49
11.19
1.70
356
-0.014
 
10.86
1.54
 
2010
9.65
11.19
1.55
359
-0.014
 
10.84
1.56
 
2011
9.81
11.18
1.38
359
-0.015
 
10.83
1.57
 
2012
10.00
11.17
1.17
357
-0.015
 
10.81
1.59
 
2013
10.22
11.17
0.94
353
-0.015
 
10.80
1.60
 
2014
10.45
11.17
0.72
347
-0.007
 
10.79
1.61
 
2015
10.68
11.17
0.49
339
-0.005
 
10.79
1.61
 
2016
10.92
11.17
0.25
330
-0.007
 
10.78
1.62
 
2017
11.16
11.17
0.01
318
-0.005
 
10.77
1.63
 
2018
11.40
11.18
-0.23
305
-0.007
 
10.77
1.63
 
2019
11.64
11.18
-0.46
291
-0.005
 
10.76
1.64
 
2020
11.88
11.18
-0.69
275
-0.007
 
10.76
1.64
 
2021
12.09
11.19
-0.89
259
-0.005
 
10.75
1.65
 
2022
12.28
11.20
-1.07
241
-0.003
 
10.75
1.65
 
2023
12.46
11.22
-1.24
223
-0.003
 
10.74
1.66
 
2024
12.61
12.89
0.27
204
1.656
 
12.40
1.66
1.66
2025
12.76
12.90
0.14
197
0.000
 
12.40
1.66
1.66
2026
12.88
12.91
0.04
190
0.000
 
12.40
1.67
1.67
2027
12.98
12.93
-0.05
182
0.000
 
12.40
1.67
1.67
2028
13.06
12.94
-0.11
174
0.000
 
12.40
1.67
1.67
2029
13.10
12.95
-0.15
165
0.000
 
12.40
1.67
1.67
2030
13.12
12.96
-0.16
157
0.000
 
12.40
1.67
1.67
2031
13.13
12.97
-0.15
148
0.000
 
12.40
1.67
1.67
2032
13.12
12.98
-0.13
140
0.000
 
12.40
1.67
1.67
2033
13.08
12.99
-0.09
131
0.000
 
12.40
1.67
1.67
2034
13.02
13.00
-0.02
124
0.000
 
12.40
1.67
1.67
2035
12.94
13.01
0.07
116
-0.001
 
12.40
1.67
1.67
2036
12.85
13.01
0.17
109
0.000
 
12.40
1.67
1.67
2037
12.74
13.02
0.28
103
0.000
 
12.40
1.67
1.67
2038
12.62
13.03
0.40
98
0.000
 
12.40
1.67
1.67
2039
12.50
13.13
0.63
93
0.100
0.10
12.50
1.67
1.67
2040
12.37
13.34
0.97
90
0.200
0.30
12.70
1.67
1.67
2041
12.25
13.24
1.00
90
-0.100
0.20
12.60
1.67
1.67
2042
12.12
13.15
1.03
90
-0.100
0.10
12.50
1.67
1.67
2043
12.00
13.06
1.06
90
-0.100
 
12.40
1.67
1.67
2044
11.88
13.06
1.19
90
0.000
 
12.40
1.67
1.67
2045
11.76
13.07
1.31
91
0.000
 
12.40
1.67
1.67
2046
11.64
13.07
1.43
94
0.000
 
12.40
1.67
1.67
2047
11.53
13.08
1.56
98
0.000
 
12.40
1.67
1.67
2048
11.42
13.09
1.68
102
0.000
 
12.40
1.67
1.67
2049
11.31
13.10
1.79
108
0.000
 
12.40
1.67
1.67
2050
11.22
13.10
1.89
115
0.000
 
12.40
1.67
1.67
2051
11.14
13.11
1.97
123
0.000
 
12.40
1.67
1.67
2052
11.07
13.12
2.05
132
0.000
 
12.40
1.67
1.67
2053
11.01
13.13
2.12
142
0.000
 
12.40
1.67
1.67
2054
10.95
13.14
2.19
152
0.000
 
12.40
1.67
1.67
2055
10.90
13.14
2.25
164
0.000
 
12.40
1.67
1.67
2056
10.85
13.15
2.30
176
0.000
 
12.40
1.67
1.67
2057
10.80
12.79
1.99
189
-0.366
 
12.03
1.67
1.30
2058
10.75
11.60
0.85
200
-1.200
 
10.83
1.67
0.10
2059
10.71
11.61
0.90
200
0.000
 
10.83
1.67
0.10
2060
10.67
11.51
0.84
200
-0.100
 
10.73
1.67
 
2061
10.63
11.52
0.89
200
0.000
 
10.73
1.67
 
2062
10.59
11.53
0.94
201
0.000
 
10.73
1.67
 
2063
10.56
11.53
0.97
201
0.000
 
10.73
1.67
 
2064
10.52
11.54
1.01
202
0.000
 
10.73
1.67
 
2065
10.49
11.54
1.05
204
0.000
 
10.73
1.67
 
2066
10.46
11.55
1.08
205
0.000
 
10.73
1.67
 
2067
10.43
11.55
1.12
208
0.000
 
10.73
1.67
 
2068
10.40
11.56
1.16
210
0.000
 
10.73
1.67
 
2069
10.38
11.56
1.19
213
0.000
 
10.73
1.67
 
2070
10.35
11.57
1.22
216
0.000
 
10.73
1.67
 
2071
10.31
11.57
1.26
220
0.000
 
10.73
1.67
 
2072
10.28
11.57
1.29
224
0.000
 
10.73
1.67
 
2073
10.26
11.58
1.32
228
0.000
 
10.73
1.67
 
2074
10.23
11.58
1.35
233
0.000
 
10.73
1.67
 
2075
10.20
11.58
1.38
239
0.000
 
10.73
1.67
 
2076
10.18
11.58
1.40
244
0.000
 
10.73
1.67
 
 
Summarized
 
 
Cost
Rate
OASDI
Income Rate
OASDI
Actuarial
Balance
OASDI
Change in
Actuarial
Balance
 
2001 -
2075
11.26
11.36
0.10
1.96
 

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
October 29, 2002

 

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