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Detailed Single Year Tables

Description of Proposed Provision:
Progressive price indexing (30th percentile) of PIA factors beginning with individuals newly eligible for OASI benefits in 2025: Create a new bend point at the 30th percentile of the AIME distribution of newly retired workers. Maintain current-law benefits for earners at the 30th percentile and below. Reduce the 32 and 15 percent factors above the 30th percentile such that the initial benefit for a worker with AIME equal to the taxable maximum grows by inflation rather than the growth in the SSA average wage index. Disabled workers are: (a) not affected prior to normal retirement age; and (b) subject to a proportional reduction in benefits, based on the worker's years of disability, upon conversion to retired-worker beneficiary status.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Present Law
  Expressed as a percentage of
present-law taxable payroll

Trust fund
ratio as of
January 1
Expressed as a percentage of
present-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance

Cost
rate
Income
rate
Annual
balance
201614.0512.94-1.10
303
0.000.000.00
201713.7212.92-0.80
293
0.000.000.00
201813.8612.96-0.90
277
0.000.000.00
201913.9912.97-1.02
262
0.000.000.00
202014.1312.98-1.15
246
0.000.000.00
202114.2713.00-1.27
231
0.000.000.00
202214.4913.03-1.46
216
0.000.000.00
202314.7613.06-1.70
200
0.000.000.00
202415.0213.09-1.93
183
0.000.000.00
202515.2813.11-2.17
165
0.000.000.00
202615.4713.13-2.34
149
0.000.000.00
202715.6413.14-2.50
132
-0.010.000.01
202815.8013.16-2.65
115
-0.010.000.01
202915.9513.17-2.78
98
-0.020.000.02
203016.0713.18-2.90
81
-0.030.000.03
203116.1813.19-2.99
64
-0.040.000.04
203216.2613.20-3.07
46
-0.060.000.06
203316.3213.20-3.12
28
-0.090.000.08
203416.3513.21-3.14
10
-0.12-0.010.11
203516.3513.21-3.14
----
-0.15-0.010.14
203616.3713.21-3.16
----
-0.18-0.010.17
203716.3813.21-3.16
----
-0.22-0.010.21
203816.3513.21-3.13
----
-0.27-0.010.25
203916.3013.21-3.08
----
-0.31-0.020.29
204016.2313.21-3.02
----
-0.36-0.020.34
204116.1513.21-2.94
----
-0.41-0.020.39
204216.0713.21-2.86
----
-0.46-0.030.44
204315.9813.20-2.78
----
-0.52-0.030.49
204415.8913.20-2.69
----
-0.58-0.030.55
204515.8113.19-2.61
----
-0.64-0.040.61
204615.7213.19-2.53
----
-0.71-0.040.67
204715.6313.19-2.44
----
-0.77-0.040.73
204815.5413.18-2.36
----
-0.84-0.050.79
204915.4613.18-2.28
----
-0.91-0.050.86
205015.3713.18-2.20
----
-0.98-0.060.93
205115.3013.17-2.13
----
-1.06-0.061.00
205215.2413.17-2.07
----
-1.13-0.061.07
205315.1813.17-2.01
----
-1.21-0.071.14
205415.1313.17-1.96
----
-1.29-0.071.22
205515.0913.16-1.92
----
-1.38-0.081.30
205615.0513.16-1.89
----
-1.46-0.081.38
205715.0113.16-1.85
----
-1.54-0.091.45
205814.9813.16-1.82
----
-1.63-0.091.53
205914.9513.16-1.79
----
-1.71-0.101.61
206014.9113.16-1.76
----
-1.79-0.101.69
206114.8813.16-1.73
----
-1.87-0.111.77
206214.8513.16-1.70
----
-1.95-0.111.84
206314.8213.16-1.67
----
-2.03-0.121.92
206414.7913.15-1.64
----
-2.11-0.121.99
206514.7613.15-1.61
----
-2.19-0.132.07
206614.7413.15-1.59
----
-2.27-0.132.14
206714.7113.15-1.56
----
-2.35-0.132.21
206814.6913.15-1.54
----
-2.42-0.142.29
206914.6613.15-1.51
----
-2.50-0.142.36
207014.6413.15-1.49
----
-2.58-0.152.43
207114.6113.15-1.46
----
-2.65-0.152.50
207214.5813.15-1.43
----
-2.73-0.162.57
207314.5413.14-1.40
----
-2.80-0.162.64
207414.5013.14-1.36
----
-2.87-0.172.70
207514.4513.14-1.31
----
-2.94-0.172.77
207614.4013.14-1.26
----
-3.00-0.172.83
207714.3513.14-1.21
----
-3.06-0.182.89
207814.2913.13-1.15
----
-3.12-0.182.94
207914.2213.13-1.10
----
-3.18-0.183.00
208014.1613.12-1.04
----
-3.24-0.193.05
208114.1113.12-0.99
----
-3.29-0.193.10
208214.0513.12-0.94
----
-3.35-0.193.16
208314.0113.12-0.89
----
-3.41-0.203.21
208413.9713.11-0.86
----
-3.47-0.203.27
208513.9413.11-0.82
----
-3.53-0.203.33
208613.9113.11-0.80
----
-3.60-0.213.39
208713.8813.11-0.77
----
-3.66-0.213.45
208813.8613.11-0.75
----
-3.73-0.223.51
208913.8413.11-0.73
----
-3.79-0.223.57
209013.8213.11-0.71
----
-3.86-0.223.63
209113.8013.10-0.70
----
-3.92-0.233.69



 

Summarized Estimates

 
  Proposal
  Change from Present Law
Years Cost
rate
Income
rate
Actuarial
balance

Year of reserve
depletion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2016 Trustees Report.
2016-2090 15.24% 13.77% -1.46%
2034
-1.27% -0.07% 1.19%
 
1 Under present law, the year of Trust Fund reserve depletion is 2034.

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Last reviewed or modified June 16, 2016