Table 1a--Trust Fund Asset Comparison and Social Security Guarantee Plus (SSGP) Information--Individual Account (IA) Contributions from General Fund Indefinitely with Average Investment at 65 Percent Equity
IA proceeds
go to estate
if worker dies
before entitlement
Expected SSGP Yield
Ultimate Real Trust Fund Interest Rate: 3.00
Ultimate Real SSGP Account Yield Rate: 5.20
Ultimate Real SSGP Annuity Yield Rate: 5.20
Ultimate Average Real SSGP Rate--Actual: 5.20
Ultimate Average SSGP Annuity Yield Rate--Actual: 5.20
Assumed SSGP Participation Rate = 100.0%
Year
Present Law
Trust Fund
Assets
End of Year
Trust Fund
Assets
End of Year
Net IA
Accrual for
Transfer 1/
IA/Annuity
Assets
End of Year
IA
Contributions
in Year
IA
Disbursements
in Year 2/
 
(In Billions of Present Value Dollars as of 1/1/2002)
2002
1,290
1,290
 
 
 
 
2003
1,380
1,380
94
99
97.5
0.0
2004
1,472
1,467
188
198
96.5
0.1
2005
1,563
1,552
284
299
95.6
0.3
2006
1,651
1,634
380
400
94.7
0.6
2007
1,736
1,715
477
502
93.7
1.1
2008
1,816
1,792
574
605
92.6
1.6
2009
1,890
1,861
671
708
91.4
2.2
2010
1,956
1,923
769
811
90.2
3.0
2011
2,015
1,979
866
914
88.9
3.9
2012
2,065
2,027
963
1,016
87.7
4.9
2013
2,105
2,067
1,060
1,119
86.4
6.0
2014
2,135
2,098
1,156
1,221
85.2
7.2
2015
2,154
2,119
1,252
1,323
83.9
8.5
2016
2,161
2,130
1,346
1,424
82.6
10.0
2017
2,156
2,131
1,440
1,524
81.4
11.5
2018
2,139
2,121
1,532
1,623
80.1
13.2
2019
2,110
2,102
1,624
1,721
78.9
15.0
2020
2,069
2,073
1,714
1,817
77.7
16.9
2021
2,018
2,035
1,803
1,912
76.5
19.0
2022
1,955
1,988
1,890
2,006
75.3
21.1
2023
1,884
1,935
1,975
2,098
74.1
23.4
2024
1,803
1,875
2,059
2,188
72.9
25.7
2025
1,715
1,810
2,140
2,276
71.7
28.2
2026
1,619
1,740
2,220
2,362
70.6
30.8
2027
1,518
1,667
2,297
2,446
69.5
33.5
2028
1,411
1,592
2,372
2,527
68.4
36.3
2029
1,300
1,516
2,444
2,605
67.4
39.2
2030
1,186
1,441
2,514
2,681
66.4
42.1
2031
1,070
1,366
2,581
2,754
65.4
45.2
2032
952
1,293
2,645
2,824
64.4
48.4
2033
833
1,222
2,705
2,891
63.4
51.6
2034
714
1,155
2,764
2,954
62.5
54.9
2035
596
1,092
2,820
3,015
61.6
58.3
2036
479
1,034
2,872
3,071
60.7
61.8
2037
363
981
2,920
3,124
59.8
65.3
2038
250
933
2,965
3,173
58.9
68.9
2039
138
892
3,006
3,218
58.0
72.5
2040
29
856
3,044
3,258
57.1
76.2
2041
---
826
3,077
3,295
56.3
80.0
2042
---
802
3,106
3,327
55.4
83.8
2043
---
784
3,130
3,354
54.5
87.7
2044
---
770
3,151
3,377
53.7
91.3
2045
---
762
3,167
3,395
52.8
94.8
2046
---
758
3,179
3,409
52.0
98.1
2047
---
758
3,188
3,419
51.2
101.2
2048
---
763
3,192
3,424
50.4
104.1
2049
---
771
3,193
3,426
49.5
106.8
2050
---
782
3,190
3,424
48.7
109.4
2051
---
797
3,184
3,419
47.9
111.7
2052
---
815
3,175
3,410
47.2
113.8
2053
---
834
3,163
3,397
46.4
115.8
2054
---
856
3,147
3,382
45.6
117.5
2055
---
880
3,129
3,363
44.9
119.1
2056
---
905
3,109
3,342
44.2
120.4
2057
---
932
3,086
3,318
43.4
121.6
2058
---
960
3,060
3,292
42.7
122.5
2059
---
989
3,033
3,263
42.0
123.3
2060
---
1,020
3,003
3,232
41.3
123.9
2061
---
1,051
2,972
3,200
40.6
124.3
2062
---
1,083
2,939
3,165
40.0
124.5
2063
---
1,115
2,905
3,129
39.3
124.5
2064
---
1,148
2,870
3,092
38.7
124.4
2065
---
1,181
2,833
3,054
38.0
124.1
2066
---
1,213
2,796
3,014
37.4
123.7
2067
---
1,246
2,758
2,974
36.7
123.2
2068
---
1,278
2,719
2,932
36.1
122.4
2069
---
1,309
2,679
2,891
35.5
121.6
2070
---
1,341
2,640
2,849
34.9
120.6
2071
---
1,371
2,600
2,806
34.3
119.5
2072
---
1,401
2,559
2,764
33.8
118.4
2073
---
1,430
2,519
2,721
33.2
117.1
2074
---
1,458
2,479
2,678
32.6
115.7
2075
---
1,486
2,439
2,636
32.1
114.3
2076
---
1,512
2,399
2,593
31.5
112.9
Based on Intermediate Assumptions of the 2002 Trustees Report.
1/ Amount accumulated to date expected to be available for future SSGP transfers.
2/ Excludes 5 percent lump-sum disbursements and proceeds to workers' estates in the case of death before benefit entitement.
Office of the Actuary
Social Security Administration
January 7, 2003

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