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Detailed Single Year Tables

Description of Proposed Provision:
Starting in 2012, convert all disabled worker beneficiaries to retired worker status upon attainment of their EEA (rather than their NRA). After conversion, apply the early retirement reduction for retirement at EEA (currently 25%) times the ratio of years after 2011 (or years after attaining age 21, if later) and before attaining age 62, to 40. Medicare eligibility would be extended to age 65 on the basis of disability. After 2011, disability applications would not be accepted for benefit entitlement that would start at ages over EEA.

Financial Estimates for the OASDI Trust Fund Program
  Percentage of taxable payroll

Trust fund
ratio as of
January 1
Calendar
year
Cost
rate
Income
rate
Annual
balance
 
200811.2012.771.57 359
200911.2612.811.54 369
201011.3712.821.46 378
201111.4512.841.38 389
201211.6512.871.22 396
201311.9812.910.93 398
201412.2612.920.67 399
201512.5412.940.40 398
201612.8412.970.13 395
201713.1412.99-0.15 391
201813.4313.01-0.42 386
201913.7213.03-0.69 379
202014.0113.05-0.96 371
202114.2713.07-1.21 362
202214.5313.08-1.44 352
202314.7713.10-1.67 341
202415.0013.11-1.89 330
202515.2313.13-2.10 317
202615.4313.14-2.29 304
202715.6413.16-2.48 290
202815.8213.17-2.66 275
202916.0013.18-2.81 259
203016.1413.19-2.95 243
203116.2713.20-3.07 227
203216.3713.21-3.16 210
203316.4413.21-3.23 193
203416.4913.22-3.27 175
203516.5113.22-3.29 158
203616.5313.22-3.31 140
203716.5313.23-3.31 122
203816.5113.23-3.29 104
203916.4813.23-3.25 86
204016.4313.22-3.21 67
204116.3813.22-3.16 49
204216.3313.22-3.11 31
204316.2813.22-3.06 12
204416.2213.22-3.00 ----
204516.1713.22-2.96 ----
204616.1313.21-2.91 ----
204716.0913.21-2.87 ----
204816.0513.21-2.84 ----
204916.0213.21-2.81 ----
205015.9913.21-2.78 ----
205115.9713.21-2.76 ----
205215.9613.21-2.75 ----
205315.9513.21-2.74 ----
205415.9413.21-2.73 ----
205515.9513.21-2.74 ----
205615.9613.21-2.75 ----
205715.9713.21-2.76 ----
205815.9913.22-2.77 ----
205916.0013.22-2.78 ----
206016.0213.22-2.80 ----
206116.0313.22-2.81 ----
206216.0513.22-2.83 ----
206316.0713.22-2.84 ----
206416.0913.22-2.86 ----
206516.1113.23-2.88 ----
206616.1313.23-2.90 ----
206716.1613.23-2.93 ----
206816.1813.23-2.95 ----
206916.2113.23-2.98 ----
207016.2413.24-3.01 ----
207116.2813.24-3.04 ----
207216.3113.24-3.07 ----
207316.3413.24-3.10 ----
207416.3813.24-3.14 ----
207516.4213.25-3.17 ----
207616.4513.25-3.21 ----
207716.4913.25-3.24 ----
207816.5313.25-3.28 ----
207916.5713.26-3.32 ----
208016.6213.26-3.36 ----
208116.6613.26-3.40 ----
208216.7013.26-3.44 ----
208316.7413.27-3.48 ----
208416.7813.27-3.52 ----
208516.8213.27-3.55 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2008 Trustees Report
2008-2082 15.25% 13.93% -1.33%
0.37%

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Last reviewed or modified January 29, 2009