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Detailed Single Year Tables
Trust Fund Investment in Equities

Description of Proposed Provision:
Invest 40 percent of the Trust Funds in equities (phased in 2010-2024), assuming an ultimate 2.9 percent real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds

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		  
200912.3512.830.48 354
201012.5012.870.37 360
201112.3712.870.50 366
201212.2412.870.63 369
201312.3812.900.52 367
201412.6212.920.30 364
201512.8812.940.06 359
201613.1812.96-0.22 354
201713.4912.98-0.51 347
201813.8313.00-0.83 338
201914.1713.02-1.15 327
202014.5013.04-1.46 315
202114.8113.06-1.75 302
202215.0913.08-2.01 289
202315.3713.10-2.27 275
202415.6213.12-2.51 260
202515.8613.13-2.73 244
202616.0813.15-2.93 227
202716.2813.16-3.12 209
202816.4713.17-3.29 191
202916.6213.19-3.43 173
203016.7613.20-3.56 153
203116.8713.21-3.66 133
203216.9613.22-3.74 113
203317.0313.23-3.80 92
203417.0713.23-3.84 71
203517.1013.24-3.86 50
203617.1113.24-3.87 29
203717.1113.25-3.86 7
203817.0813.25-3.83 ----
203917.0413.25-3.79 ----
204016.9913.25-3.74 ----
204116.9413.25-3.69 ----
204216.8813.25-3.64 ----
204316.8313.25-3.58 ----
204416.7913.25-3.54 ----
204516.7513.25-3.50 ----
204616.7213.25-3.47 ----
204716.6913.25-3.44 ----
204816.6613.25-3.41 ----
204916.6313.25-3.38 ----
205016.6113.25-3.36 ----
205116.5913.25-3.34 ----
205216.5913.25-3.34 ----
205316.5913.25-3.34 ----
205416.6013.26-3.34 ----
205516.6213.26-3.36 ----
205616.6413.26-3.38 ----
205716.6613.26-3.40 ----
205816.6813.27-3.42 ----
205916.7013.27-3.44 ----
206016.7313.27-3.45 ----
206116.7513.27-3.48 ----
206216.7713.28-3.50 ----
206316.8013.28-3.52 ----
206416.8313.28-3.55 ----
206516.8613.28-3.57 ----
206616.8913.29-3.61 ----
206716.9313.29-3.64 ----
206816.9713.29-3.67 ----
206917.0113.30-3.71 ----
207017.0513.30-3.75 ----
207117.0913.30-3.79 ----
207217.1413.31-3.83 ----
207317.1813.31-3.87 ----
207417.2313.31-3.92 ----
207517.2713.32-3.96 ----
207617.3213.32-4.00 ----
207717.3713.32-4.05 ----
207817.4213.33-4.10 ----
207917.4713.33-4.14 ----
208017.5313.33-4.19 ----
208117.5813.34-4.24 ----
208217.6313.34-4.29 ----
208317.6813.34-4.34 ----
208417.7313.35-4.39 ----


Summarized Rates
Years Cost
rate		 Income
rate		 Actuarial
balance
Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2009 Trustees Report
2009-2083 16.02% 14.02% -2.00%
0.00%

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Last reviewed or modified August 26, 2009