2005 Trustees Report

The following tables present the plot points for Figure IV.B1--OASI and DI Trust Fund income rates and cost rates (as a percentage of taxable payroll) on a calendar year basis for the historical period (1990-2004) and the long-range projection period (2005-2080). In the projection period, cost rates are shown under all three sets of assumptions. Only alternative II income rates are shown because of the small difference among the three alternatives.

Historical rates
Calendar
year
OASI
DI
Income rates
Cost rates
Income rates
Cost rates
1990
11.32%
9.66%
1.17%
1.09%
1991
11.44%
10.15%
1.21%
1.18%
1992
11.43%
10.27%
1.21%
1.27%
1993
11.40%
10.37%
1.21%
1.35%
1994
10.70%
10.22%
1.89%
1.40%
1995
10.70%
10.22%
1.88%
1.44%
1996
10.73%
10.06%
1.89%
1.48%
1997
10.93%
9.83%
1.71%
1.44%
1998
10.96%
9.45%
1.72%
1.42%
1999
10.99%
9.10%
1.72%
1.42%
2000
10.89%
8.98%
1.80%
1.42%
2001
10.89%
9.08%
1.82%
1.48%
2002
10.92%
9.31%
1.82%
1.61%
2003
10.89%
9.36%
1.82%
1.69%
2004
10.92%
9.35%
1.82%
1.79%

Projected rates


Calendar
year
OASI
income
rates
(II)
OASI
cost rates
DI
income
rates
(II)
DI
cost rates

I

II

III

I

II

III
2005
10.90%
9.29%
9.31%
9.53%
1.82%
1.80%
1.83%
1.93%
2006
10.90%
9.12%
9.16%
9.43%
1.82%
1.79%
1.84%
2.00%
2007
10.92%
9.00%
9.09%
9.42%
1.83%
1.78%
1.86%
2.08%
2008
10.95%
8.92%
9.10%
9.52%
1.83%
1.78%
1.89%
2.17%
2009
10.94%
8.91%
9.18%
9.66%
1.83%
1.80%
1.95%
2.29%
2010
10.96%
8.94%
9.30%
9.82%
1.83%
1.77%
1.95%
2.31%
2011
11.01%
9.02%
9.47%
10.08%
1.84%
1.75%
1.96%
2.35%
2012
11.03%
9.15%
9.68%
10.40%
1.84%
1.75%
1.99%
2.42%
2013
11.06%
9.32%
9.92%
10.70%
1.84%
1.73%
2.01%
2.45%
2014
11.07%
9.51%
10.18%
11.03%
1.84%
1.72%
2.03%
2.49%
2015
11.09%
9.73%
10.45%
11.34%
1.85%
1.72%
2.04%
2.52%
2016
11.11%
9.96%
10.73%
11.66%
1.85%
1.71%
2.05%
2.55%
2017
11.13%
10.19%
11.02%
12.00%
1.85%
1.71%
2.07%
2.57%
2018
11.15%
10.44%
11.32%
12.34%
1.85%
1.71%
2.08%
2.60%
2019
11.17%
10.68%
11.62%
12.69%
1.85%
1.70%
2.09%
2.61%
2020
11.18%
10.93%
11.93%
13.05%
1.85%
1.70%
2.10%
2.63%
2021
11.20%
11.17%
12.23%
13.39%
1.85%
1.70%
2.12%
2.66%
2022
11.22%
11.40%
12.51%
13.72%
1.85%
1.71%
2.15%
2.69%
2023
11.24%
11.61%
12.78%
14.04%
1.85%
1.72%
2.18%
2.73%
2024
11.25%
11.82%
13.04%
14.36%
1.85%
1.74%
2.21%
2.77%
2025
11.27%
12.01%
13.30%
14.69%
1.86%
1.75%
2.24%
2.82%
2026
11.28%
12.20%
13.56%
15.01%
1.86%
1.77%
2.28%
2.87%
2027
11.30%
12.38%
13.81%
15.33%
1.86%
1.77%
2.29%
2.89%
2028
11.31%
12.55%
14.05%
15.65%
1.86%
1.75%
2.29%
2.89%
2029
11.33%
12.69%
14.26%
15.95%
1.86%
1.74%
2.29%
2.90%
2030
11.34%
12.82%
14.46%
16.24%
1.86%
1.73%
2.28%
2.90%
2031
11.35%
12.93%
14.65%
16.51%
1.86%
1.72%
2.28%
2.89%
2032
11.36%
13.02%
14.81%
16.76%
1.86%
1.71%
2.27%
2.89%
2033
11.37%
13.07%
14.93%
16.97%
1.86%
1.71%
2.27%
2.90%
2034
11.38%
13.09%
15.02%
17.14%
1.86%
1.71%
2.28%
2.91%
2035
11.39%
13.09%
15.09%
17.30%
1.86%
1.71%
2.28%
2.93%
2036
11.39%
13.09%
15.15%
17.45%
1.86%
1.70%
2.29%
2.94%
2037
11.40%
13.06%
15.19%
17.58%
1.86%
1.70%
2.29%
2.94%
2038
11.40%
13.02%
15.22%
17.70%
1.86%
1.69%
2.29%
2.95%
2039
11.40%
12.96%
15.22%
17.79%
1.86%
1.70%
2.30%
2.97%
2040
11.40%
12.90%
15.21%
17.87%
1.86%
1.70%
2.31%
2.99%
2041
11.40%
12.83%
15.20%
17.95%
1.86%
1.71%
2.33%
3.02%
2042
11.40%
12.77%
15.19%
18.02%
1.86%
1.72%
2.34%
3.05%
2043
11.40%
12.71%
15.18%
18.09%
1.86%
1.73%
2.36%
3.08%
2044
11.41%
12.65%
15.16%
18.16%
1.86%
1.73%
2.38%
3.11%
2045
11.41%
12.59%
15.15%
18.24%
1.86%
1.74%
2.39%
3.14%
2046
11.41%
12.55%
15.16%
18.33%
1.86%
1.74%
2.41%
3.17%
2047
11.41%
12.51%
15.17%
18.43%
1.86%
1.74%
2.41%
3.19%
2048
11.41%
12.47%
15.18%
18.53%
1.86%
1.74%
2.42%
3.20%
2049
11.41%
12.43%
15.19%
18.62%
1.86%
1.74%
2.42%
3.22%
2050
11.42%
12.40%
15.21%
18.73%
1.86%
1.75%
2.43%
3.24%
2051
11.42%
12.37%
15.23%
18.84%
1.87%
1.75%
2.44%
3.26%
2052
11.42%
12.35%
15.26%
18.95%
1.87%
1.75%
2.45%
3.28%
2053
11.42%
12.33%
15.29%
19.07%
1.87%
1.75%
2.46%
3.30%
2054
11.43%
12.32%
15.33%
19.20%
1.87%
1.75%
2.47%
3.32%
2055
11.43%
12.31%
15.37%
19.34%
1.87%
1.75%
2.47%
3.34%
2056
11.43%
12.31%
15.42%
19.48%
1.87%
1.75%
2.48%
3.35%
2057
11.44%
12.30%
15.47%
19.64%
1.87%
1.75%
2.48%
3.36%
2058
11.44%
12.30%
15.53%
19.79%
1.87%
1.74%
2.47%
3.36%
2059
11.44%
12.30%
15.58%
19.95%
1.87%
1.74%
2.47%
3.37%
2060
11.45%
12.29%
15.63%
20.11%
1.87%
1.73%
2.47%
3.37%
2061
11.45%
12.28%
15.69%
20.28%
1.87%
1.73%
2.47%
3.38%
2062
11.45%
12.27%
15.75%
20.45%
1.87%
1.73%
2.47%
3.39%
2063
11.46%
12.27%
15.81%
20.64%
1.87%
1.73%
2.47%
3.39%
2064
11.46%
12.26%
15.86%
20.82%
1.87%
1.73%
2.48%
3.40%
2065
11.47%
12.24%
15.92%
21.00%
1.87%
1.73%
2.48%
3.41%
2066
11.47%
12.23%
15.97%
21.17%
1.87%
1.73%
2.48%
3.42%
2067
11.47%
12.22%
16.03%
21.36%
1.87%
1.73%
2.49%
3.42%
2068
11.48%
12.21%
16.09%
21.55%
1.87%
1.73%
2.48%
3.42%
2069
11.48%
12.20%
16.15%
21.74%
1.87%
1.73%
2.48%
3.41%
2070
11.48%
12.18%
16.20%
21.92%
1.87%
1.73%
2.47%
3.40%
2071
11.49%
12.16%
16.24%
22.09%
1.87%
1.73%
2.48%
3.40%
2072
11.49%
12.14%
16.29%
22.26%
1.87%
1.73%
2.48%
3.41%
2073
11.49%
12.13%
16.33%
22.42%
1.87%
1.74%
2.48%
3.41%
2074
11.49%
12.11%
16.37%
22.59%
1.87%
1.74%
2.49%
3.41%
2075
11.50%
12.10%
16.41%
22.74%
1.87%
1.74%
2.49%
3.42%
2076
11.50%
12.09%
16.45%
22.90%
1.87%
1.75%
2.50%
3.42%
2077
11.50%
12.09%
16.49%
23.05%
1.87%
1.75%
2.50%
3.42%
2078
11.50%
12.09%
16.53%
23.19%
1.87%
1.75%
2.50%
3.43%
2079
11.51%
12.09%
16.57%
23.33%
1.87%
1.76%
2.51%
3.43%
2080
11.51%
12.09%
16.62%
23.47%
1.87%
1.76%
2.51%
3.43%

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