Plan 1(2+0)100p--a
Assumed % Electing PA =100.0%-Additional Aggregate Values to Trust Fund and Personal Account
With:
Ultimate Real Interest Rate of: 3.0
Ultimate Average Real Benefit Offset Net Yield Rate of: 3.5
Average Benefit Offset Annuity Net Yield Rate of: 3.5
Ultimate Average Real IA Rate of: 4.6
Average IA Annuity Net Yield Rate of: 3.0
Year
Present Law
Trust Fund
(End of Year)
Proposal
Trust Fund
(End of Year)
Net Accrual
for Future
Benefit Offset 1/
IA/Annuity
Assets
(End of Year)
IA
Contributions
in Year
IA
Disbursements
in Year
(Billions of Present Value Dollars 1/1/2001)
2001
1,139
1,139
 
 
 
 
2002
1,230
1,230
0
0
0.0
0.0
2003
1,320
1,320
0
0
0.0
0.0
2004
1,407
1,339
68
68
67.9
0.0
2005
1,491
1,355
137
138
68.2
0.0
2006
1,570
1,365
206
209
68.5
0.0
2007
1,644
1,371
276
280
68.3
0.0
2008
1,711
1,370
345
353
68.1
0.0
2009
1,771
1,363
414
426
67.9
0.4
2010
1,824
1,348
483
499
67.7
0.8
2011
1,867
1,326
552
572
67.6
1.3
2012
1,901
1,295
620
646
67.4
1.9
2013
1,925
1,254
687
719
67.0
2.5
2014
1,937
1,204
754
792
66.3
3.3
2015
1,938
1,143
819
864
65.5
4.1
2016
1,928
1,074
882
936
64.8
4.9
2017
1,906
994
944
1,006
63.9
5.9
2018
1,873
905
1,005
1,076
63.1
6.9
2019
1,829
807
1,063
1,144
62.3
7.9
2020
1,775
701
1,120
1,212
61.5
9.1
2021
1,712
588
1,176
1,278
60.6
10.3
2022
1,641
469
1,229
1,342
59.7
11.6
2023
1,562
344
1,281
1,405
58.8
12.9
2024
1,476
215
1,330
1,466
57.9
14.3
2025
1,384
82
1,377
1,525
57.0
15.8
2026
1,287
-54
1,423
1,583
56.1
17.3
2027
1,186
-192
1,466
1,638
55.2
18.9
2028
1,080
-332
1,507
1,692
54.2
20.6
2029
972
-472
1,545
1,743
53.3
22.3
2030
861
-612
1,581
1,792
52.5
24.0
2031
749
-751
1,615
1,839
51.6
25.8
2032
636
-888
1,647
1,883
50.8
27.6
2033
523
-1,024
1,676
1,925
49.9
29.5
2034
410
-1,156
1,703
1,965
49.1
31.4
2035
298
-1,285
1,727
2,002
48.4
33.4
2036
188
-1,410
1,750
2,036
47.6
35.4
2037
79
-1,531
1,770
2,068
46.8
37.4
2038
-27
-1,648
1,787
2,097
46.1
39.4
2039
-131
-1,760
1,802
2,123
45.3
41.5
2040
-233
-1,867
1,815
2,147
44.6
43.6
2041
-333
-1,970
1,826
2,167
43.9
45.7
2042
-430
-2,068
1,834
2,185
43.1
47.8
2043
-526
-2,162
1,840
2,200
42.4
49.9
2044
-620
-2,252
1,844
2,212
41.7
52.1
2045
-713
-2,339
1,845
2,220
41.0
54.1
2046
-804
-2,421
1,844
2,226
40.3
56.1
2047
-893
-2,501
1,841
2,229
39.6
58.5
2048
-982
-2,576
1,835
2,228
38.9
60.6
2049
-1,069
-2,649
1,828
2,225
38.3
62.4
2050
-1,156
-2,719
1,818
2,219
37.6
63.9
2051
-1,242
-2,787
1,808
2,211
36.9
65.2
2052
-1,327
-2,853
1,795
2,201
36.3
66.5
2053
-1,412
-2,918
1,782
2,189
35.6
67.6
2054
-1,496
-2,981
1,767
2,174
35.0
68.6
2055
-1,580
-3,042
1,751
2,158
34.4
69.5
2056
-1,664
-3,102
1,733
2,140
33.8
70.3
2057
-1,747
-3,161
1,715
2,121
33.2
70.9
2058
-1,830
-3,219
1,696
2,100
32.6
71.5
2059
-1,912
-3,275
1,676
2,078
32.0
71.9
2060
-1,994
-3,331
1,656
2,054
31.5
72.2
2061
-2,076
-3,386
1,635
2,030
30.9
72.5
2062
-2,157
-3,439
1,613
2,004
30.4
72.6
2063
-2,238
-3,492
1,591
1,980
29.9
72.6
2064
-2,318
-3,544
1,568
1,954
29.3
72.5
2065
-2,397
-3,596
1,545
1,928
28.8
72.3
2066
-2,476
-3,646
1,522
1,901
28.3
72.1
2067
-2,554
-3,696
1,499
1,873
27.8
71.7
2068
-2,632
-3,746
1,476
1,846
27.3
71.3
2069
-2,709
-3,795
1,452
1,818
26.8
70.8
2070
-2,785
-3,843
1,429
1,789
26.4
70.2
2071
-2,861
-3,891
1,406
1,761
25.9
69.5
2072
-2,936
-3,938
1,382
1,733
25.4
68.8
2073
-3,010
-3,985
1,359
1,704
25.0
68.1
2074
-3,084
-4,032
1,336
1,676
24.5
67.3
2075
-3,157
-4,078
1,313
1,647
24.1
66.4
2076
-3,230
-4,124
1,291
1,619
23.7
65.6
IA invested 50% Equity, 30% Corporate Bonds, 20%Treasury Bonds; 0.3% Administrative Expense.

1/ Present value of net current offset accrual; reduction of future obligations.
Office of the Actuary
Social Security Administration
January 29, 2002

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