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Detailed Single Year Tables

Description of Proposed Provision:
Progressive indexing of PIA formula factors beginning with individuals newly eligible for OASI benefits in 2012, continuing through 2021, and then resuming in 2060. Create new bend point at the 30th percentile of earners. Maintain current-law benefits for earners at the 30th percentile and below and reduce upper 2 formula factors (32% and 15%) such that maximum worker benefit is reduced by 1.1 percent per year as compared to current law, for the years that progressive indexing applies. Disability benefits are not affected by the proposal. Disabled worker beneficiaries, upon attaining normal retirement age, would be subject to a proportional reduction in benefits based on the worker's years of disability.

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
201212.2312.870.64 369
201312.3712.900.53 368
201412.6012.920.31 365
201512.8412.940.09 361
201613.1312.96-0.17 356
201713.4212.98-0.44 349
201813.7312.99-0.73 341
201914.0313.01-1.02 332
202014.3313.03-1.29 322
202114.6013.05-1.55 311
202214.8413.07-1.77 299
202315.0713.08-1.99 287
202415.2813.10-2.19 274
202515.4813.11-2.37 260
202615.6513.13-2.53 246
202715.8113.14-2.68 231
202815.9613.15-2.81 216
202916.0813.16-2.92 200
203016.1813.17-3.01 183
203116.2613.18-3.08 167
203216.3113.19-3.13 150
203316.3513.19-3.16 132
203416.3713.20-3.17 115
203516.3713.20-3.17 97
203616.3613.20-3.16 80
203716.3313.21-3.13 62
203816.2913.21-3.09 44
203916.2413.21-3.03 26
204016.1713.21-2.97 8
204116.1113.20-2.90 ----
204216.0413.20-2.84 ----
204315.9813.20-2.78 ----
204415.9313.20-2.73 ----
204515.8813.20-2.68 ----
204615.8413.20-2.64 ----
204715.8113.20-2.61 ----
204815.7813.20-2.58 ----
204915.7513.20-2.55 ----
205015.7213.20-2.52 ----
205115.7113.20-2.51 ----
205215.7013.20-2.50 ----
205315.7013.20-2.50 ----
205415.7113.21-2.50 ----
205515.7213.21-2.51 ----
205615.7413.21-2.53 ----
205715.7613.21-2.55 ----
205815.7813.22-2.57 ----
205915.8013.22-2.58 ----
206015.8213.22-2.60 ----
206115.8413.22-2.62 ----
206215.8613.22-2.63 ----
206315.8813.23-2.65 ----
206415.9013.23-2.67 ----
206515.9213.23-2.68 ----
206615.9313.23-2.70 ----
206715.9513.23-2.72 ----
206815.9713.24-2.73 ----
206915.9813.24-2.74 ----
207015.9913.24-2.75 ----
207116.0113.24-2.76 ----
207216.0113.24-2.77 ----
207316.0213.24-2.78 ----
207416.0313.24-2.78 ----
207516.0313.24-2.78 ----
207616.0313.24-2.78 ----
207716.0313.25-2.78 ----
207816.0313.25-2.78 ----
207916.0313.25-2.78 ----
208016.0213.25-2.78 ----
208116.0213.25-2.77 ----
208216.0113.25-2.76 ----
208316.0013.25-2.76 ----
208415.9913.25-2.74 ----


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 15.36% 13.98% -1.38%
0.63%

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Last reviewed or modified January 28, 2010