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Detailed Single Year Tables

Description of Proposed Provision:
Invest 40 percent of the Trust Funds in equities (phased in 2009-2023), assuming an ultimate 6.4 percent real rate of return on equities

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
201011.3712.821.46 379
201111.5312.841.31 387
201211.7612.871.11 393
201312.0312.900.87 397
201412.3212.920.60 400
201512.6212.940.32 400
201612.9212.960.04 400
201713.2412.99-0.25 397
201813.5413.01-0.53 394
201913.8413.03-0.81 390
202014.1413.04-1.09 384
202114.4213.06-1.36 378
202214.6913.08-1.61 371
202314.9513.10-1.85 364
202415.2013.11-2.08 355
202515.4313.13-2.30 346
202615.6513.14-2.51 336
202715.8713.16-2.71 325
202816.0713.17-2.90 314
202916.2513.18-3.07 301
203016.4113.19-3.21 288
203116.5413.20-3.34 274
203216.6613.21-3.44 260
203316.7413.22-3.52 245
203416.8013.22-3.58 230
203516.8413.23-3.61 214
203616.8713.23-3.64 198
203716.8813.23-3.65 182
203816.8713.24-3.64 165
203916.8513.24-3.61 149
204016.8113.23-3.58 131
204116.7813.23-3.54 114
204216.7413.23-3.50 96
204316.7013.23-3.46 78
204416.6613.23-3.43 60
204516.6213.23-3.39 41
204616.5913.23-3.36 22
204716.5713.23-3.34 2
204816.5513.23-3.32 ----
204916.5313.23-3.30 ----
205016.5213.23-3.29 ----
205116.5213.23-3.29 ----
205216.5213.23-3.29 ----
205316.5313.23-3.30 ----
205416.5513.23-3.31 ----
205516.5713.23-3.33 ----
205616.5913.24-3.35 ----
205716.6213.24-3.38 ----
205816.6413.24-3.40 ----
205916.6613.24-3.42 ----
206016.6913.24-3.44 ----
206116.7113.25-3.47 ----
206216.7413.25-3.49 ----
206316.7713.25-3.52 ----
206416.7913.25-3.54 ----
206516.8213.25-3.57 ----
206616.8513.26-3.60 ----
206716.8913.26-3.63 ----
206816.9213.26-3.66 ----
206916.9513.26-3.69 ----
207016.9913.26-3.72 ----
207117.0313.27-3.76 ----
207217.0613.27-3.79 ----
207317.1013.27-3.83 ----
207417.1413.27-3.87 ----
207517.1813.28-3.91 ----
207617.2313.28-3.95 ----
207717.2713.28-3.99 ----
207817.3113.28-4.03 ----
207917.3613.29-4.07 ----
208017.4113.29-4.12 ----
208117.4513.29-4.16 ----
208217.5013.29-4.20 ----
208317.5413.30-4.25 ----
208417.5913.30-4.29 ----
208517.6313.30-4.33 ----


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 15.17% 14.18% -0.99%
0.71%

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Last reviewed or modified August 11, 2008