Table 2-67P - Assumed % Electing PRA = 66.7%
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
11.72
2.79
313
-0.968
 
11.43
0.97
 
2005
8.98
11.71
2.73
331
-0.015
 
11.42
0.98
 
2006
9.04
11.70
2.66
348
-0.016
 
11.40
1.00
 
2007
9.15
11.70
2.55
362
-0.010
 
11.39
1.01
 
2008
9.27
11.70
2.43
375
-0.009
 
11.38
1.02
 
2009
9.50
11.71
2.21
382
-0.010
 
11.37
1.03
 
2010
9.65
11.71
2.06
390
-0.009
 
11.36
1.04
 
2011
9.82
11.70
1.89
395
-0.010
 
11.35
1.05
 
2012
10.02
11.70
1.68
398
-0.010
 
11.34
1.06
 
2013
10.24
11.70
1.46
398
-0.010
 
11.33
1.07
 
2014
10.47
11.70
1.23
396
-0.005
 
11.33
1.07
 
2015
10.71
11.71
0.99
393
-0.003
 
11.32
1.08
 
2016
10.96
11.71
0.75
387
-0.004
 
11.32
1.08
 
2017
11.21
11.71
0.51
380
-0.003
 
11.32
1.08
 
2018
11.46
11.72
0.26
371
-0.004
 
11.31
1.09
 
2019
11.71
11.72
0.01
360
-0.003
 
11.31
1.09
 
2020
11.95
11.73
-0.22
348
-0.004
 
11.30
1.10
 
2021
12.17
11.74
-0.43
335
-0.003
 
11.30
1.10
 
2022
12.38
11.75
-0.62
321
-0.002
 
11.30
1.10
 
2023
12.56
11.76
-0.80
307
-0.002
 
11.30
1.10
 
2024
12.74
11.78
-0.96
291
-0.002
 
11.29
1.11
 
2025
12.89
11.79
-1.10
276
-0.002
 
11.29
1.11
 
2026
13.02
11.80
-1.23
259
-0.002
 
11.29
1.11
 
2027
13.14
11.81
-1.33
242
0.000
 
11.29
1.11
 
2028
13.23
11.82
-1.41
225
0.000
 
11.29
1.11
 
2029
13.29
12.95
-0.35
207
1.110
 
12.40
1.11
1.11
2030
13.33
12.96
-0.37
198
0.000
 
12.40
1.11
1.11
2031
13.35
12.97
-0.39
189
0.000
 
12.40
1.11
1.11
2032
13.36
12.97
-0.38
179
0.000
 
12.40
1.11
1.11
2033
13.34
12.98
-0.36
170
0.000
 
12.40
1.11
1.11
2034
13.30
12.99
-0.31
161
0.000
 
12.40
1.11
1.11
2035
13.23
13.00
-0.24
152
0.000
 
12.40
1.11
1.11
2036
13.16
13.00
-0.16
144
0.000
 
12.40
1.11
1.11
2037
13.07
13.01
-0.06
136
0.000
 
12.40
1.11
1.11
2038
12.97
13.01
0.04
128
0.000
 
12.40
1.11
1.11
2039
12.87
13.01
0.15
122
0.000
 
12.40
1.11
1.11
2040
12.76
13.02
0.26
116
0.000
 
12.40
1.11
1.11
2041
12.65
13.02
0.37
111
0.000
 
12.40
1.11
1.11
2042
12.55
13.03
0.48
106
0.000
 
12.40
1.11
1.11
2043
12.44
13.03
0.59
102
0.000
 
12.40
1.11
1.11
2044
12.34
13.03
0.69
99
0.000
 
12.40
1.11
1.11
2045
12.25
13.04
0.79
96
0.000
 
12.40
1.11
1.11
2046
12.15
13.04
0.89
94
0.000
 
12.40
1.11
1.11
2047
12.06
13.05
0.99
93
0.000
 
12.40
1.11
1.11
2048
11.97
13.05
1.09
93
0.000
 
12.40
1.11
1.11
2049
11.88
13.06
1.18
93
0.000
 
12.40
1.11
1.11
2050
11.81
13.06
1.25
95
0.000
 
12.40
1.11
1.11
2051
11.75
13.07
1.32
96
0.000
 
12.40
1.11
1.11
2052
11.69
13.07
1.38
99
0.000
 
12.40
1.11
1.11
2053
11.64
13.08
1.44
101
0.000
 
12.40
1.11
1.11
2054
11.60
13.09
1.48
104
0.000
 
12.40
1.11
1.11
2055
11.57
13.09
1.52
108
0.000
 
12.40
1.11
1.11
2056
11.53
13.10
1.57
112
0.000
 
12.40
1.11
1.11
2057
11.50
13.10
1.61
117
0.000
 
12.40
1.11
1.11
2058
11.46
13.11
1.65
122
0.000
 
12.40
1.11
1.11
2059
11.43
13.11
1.68
127
0.000
 
12.40
1.11
1.11
2060
11.40
13.12
1.72
133
0.000
 
12.40
1.11
1.11
2061
11.37
13.12
1.75
139
0.000
 
12.40
1.11
1.11
2062
11.34
13.13
1.79
146
0.000
 
12.40
1.11
1.11
2063
11.32
13.13
1.82
153
0.000
 
12.40
1.11
1.11
2064
11.29
13.14
1.85
161
0.000
 
12.40
1.11
1.11
2065
11.27
13.14
1.87
168
0.000
 
12.40
1.11
1.11
2066
11.25
13.15
1.90
177
0.000
 
12.40
1.11
1.11
2067
11.22
13.15
1.93
185
0.000
 
12.40
1.11
1.11
2068
11.20
12.64
1.44
195
-0.511
 
11.89
1.11
0.60
2069
11.18
12.04
0.87
200
-0.600
 
11.29
1.11
 
2070
11.15
12.05
0.90
200
0.000
 
11.29
1.11
 
2071
11.12
12.05
0.93
200
0.000
 
11.29
1.11
 
2072
11.10
12.05
0.95
201
0.000
 
11.29
1.11
 
2073
11.07
12.05
0.98
202
0.000
 
11.29
1.11
 
2074
11.05
12.05
1.01
203
0.000
 
11.29
1.11
 
2075
11.02
12.06
1.03
204
0.000
 
11.29
1.11
 
2076
11.01
12.06
1.05
206
0.000
 
11.29
1.11
 
 
Summarized
 
 
Cost
Rate
OASDI
Income
Rate
OASDI
Actuarial
Balance
OASDI
Change in
Actuarial
Balance
 
2001 -
2075
11.55
11.63
0.08
1.94
 

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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