-------------------------------------------------------------------------------
OASDI HI Combined
--------------------- --------------------- ---------------------
Valuation Income Cost Bal- Income Cost Bal- Income Cost Bal-
period rate rate ance rate rate ance rate rate ance
-------------------------------------------------------------------------------
Intermediate:
25-years:
1996-2020.. 13.54 13.18 0.36 3.24 5.16 -1.92 16.78 18.33 -1.56
50-years:
1996-2045.. 13.35 14.74 -1.39 3.25 6.71 -3.46 16.60 21.45 -4.84
75-years:
1996-2070.. 13.33 15.52 -2.19 3.28 7.69 -4.42 16.61 23.22 -6.61
Low Cost:
25-years:
1996-2020.. 13.46 11.71 1.75 3.22 4.20 -.99 16.67 15.91 .76
50-years:
1996-2045.. 13.25 12.59 .65 3.21 4.55 -1.34 16.46 17.15 -.69
75-years:
1996-2070.. 13.19 12.73 .46 3.22 4.86 -1.65 16.41 17.60 -1.19
High Cost:
25-years:
1996-2020.. 13.61 14.79 -1.18 3.27 6.50 -3.23 16.88 21.29 -4.41
50-years:
1996-2045.. 13.46 17.28 -3.82 3.31 10.51 -7.20 16.77 27.79 -11.02
75-years:
1996-2070.. 13.50 19.16 -5.67 3.37 12.89 -9.52 16.86 32.05 -15.19
-------------------------------------------------------------------------------
1/ The taxable payroll for HI is significantly larger than the taxable payroll
for OASDI because the HI taxable maximum amount was eliminated beginning 1994,
and because HI covers all Federal civilian employees, including those hired
before 1984, all State and local government employees hired after April 1,
1986, and railroad employees. Combined OASDI and HI rates are computed as the
sum of the separately derived rates for each program.
2/ For valuation periods, income rates include beginning trust fund balances
and cost rates include an ending fund target equal to 100 percent of annual
expenditures by the end of the period.
Note: Totals do not necessarily equal the sums of rounded components.
List of Tables * Previous Table * Next Table