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Detailed Single Year Tables

Description of Proposed Provision:
Beginning December 2009, use the superlative (or chained) CPI for COLAs, estimated to reduce the COLA by 0.3 percentage points

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
201011.3412.821.49 379
201111.4712.841.37 389
201211.6712.871.19 395
201311.9112.900.98 399
201412.1712.910.74 402
201512.4412.930.49 402
201612.7212.950.23 401
201713.0112.98-0.03 398
201813.2812.99-0.28 393
201913.5513.01-0.54 388
202013.8313.03-0.80 381
202114.0913.05-1.04 373
202214.3313.06-1.27 364
202314.5713.08-1.49 355
202414.8013.09-1.70 344
202515.0113.11-1.90 333
202615.2113.12-2.09 321
202715.4013.14-2.27 308
202815.5813.15-2.44 294
202915.7513.16-2.59 280
203015.8913.17-2.72 265
203116.0113.18-2.83 250
203216.1113.18-2.93 234
203316.1813.19-2.99 219
203416.2313.20-3.03 203
203516.2613.20-3.06 186
203616.2813.20-3.08 170
203716.2813.20-3.08 154
203816.2713.20-3.06 137
203916.2413.20-3.03 120
204016.2013.20-3.00 104
204116.1613.20-2.96 87
204216.1213.20-2.91 70
204316.0713.20-2.87 53
204416.0313.20-2.83 36
204516.0013.20-2.80 19
204615.9713.20-2.77 2
204715.9413.20-2.75 ----
204815.9213.20-2.73 ----
204915.9113.20-2.71 ----
205015.9013.20-2.70 ----
205115.9013.20-2.70 ----
205215.9013.20-2.70 ----
205315.9113.20-2.71 ----
205415.9213.20-2.72 ----
205515.9413.20-2.74 ----
205615.9613.20-2.76 ----
205715.9913.21-2.78 ----
205816.0113.21-2.80 ----
205916.0313.21-2.82 ----
206016.0613.21-2.84 ----
206116.0813.21-2.87 ----
206216.1013.22-2.89 ----
206316.1313.22-2.91 ----
206416.1513.22-2.93 ----
206516.1813.22-2.96 ----
206616.2113.22-2.98 ----
206716.2413.22-3.01 ----
206816.2613.23-3.04 ----
206916.2913.23-3.07 ----
207016.3313.23-3.10 ----
207116.3613.23-3.13 ----
207216.4013.23-3.16 ----
207316.4413.24-3.20 ----
207416.4713.24-3.23 ----
207516.5113.24-3.27 ----
207616.5513.24-3.31 ----
207716.5913.25-3.34 ----
207816.6313.25-3.38 ----
207916.6813.25-3.42 ----
208016.7213.25-3.47 ----
208116.7613.26-3.51 ----
208216.8113.26-3.55 ----
208316.8513.26-3.59 ----
208416.8913.26-3.63 ----
208516.9313.27-3.67 ----


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 15.16% 13.91% -1.24%
0.45%

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Last reviewed or modified August 11, 2008