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Detailed Single Year Tables |
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Description of Proposed Provision:
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Financial Estimates for the OASDI Trust Fund Program |
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Proposal |
Change from Present Law |
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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 |
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| 2010 | 13.09 | 12.33 | -0.76 | 355 | 0.00 | 0.00 | 0.00 | ||
| 2011 | 13.04 | 13.90 | 0.87 | 353 | 0.00 | 0.99 | 0.99 | ||
| 2012 | 12.84 | 13.91 | 1.07 | 358 | 0.00 | 1.04 | 1.04 | ||
| 2013 | 12.82 | 13.97 | 1.15 | 361 | 0.00 | 1.07 | 1.07 | ||
| 2014 | 12.86 | 14.00 | 1.14 | 363 | 0.00 | 1.09 | 1.09 | ||
| 2015 | 12.98 | 14.03 | 1.06 | 366 | 0.00 | 1.10 | 1.10 | ||
| 2016 | 13.10 | 14.07 | 0.96 | 368 | 0.00 | 1.10 | 1.11 | ||
| 2017 | 13.30 | 14.10 | 0.80 | 369 | 0.00 | 1.11 | 1.12 | ||
| 2018 | 13.54 | 14.13 | 0.59 | 370 | 0.00 | 1.12 | 1.12 | ||
| 2019 | 13.83 | 14.15 | 0.32 | 369 | 0.00 | 1.12 | 1.12 | ||
| 2020 | 14.14 | 14.17 | 0.03 | 367 | 0.00 | 1.12 | 1.13 | ||
| 2021 | 14.45 | 14.19 | -0.26 | 363 | 0.00 | 1.12 | 1.13 | ||
| 2022 | 14.74 | 14.21 | -0.53 | 358 | -0.01 | 1.12 | 1.13 | ||
| 2023 | 15.02 | 14.23 | -0.79 | 353 | -0.01 | 1.12 | 1.13 | ||
| 2024 | 15.28 | 14.24 | -1.04 | 346 | -0.01 | 1.13 | 1.13 | ||
| 2025 | 15.53 | 14.26 | -1.27 | 339 | -0.01 | 1.13 | 1.14 | ||
| 2026 | 15.75 | 14.27 | -1.47 | 330 | -0.01 | 1.13 | 1.14 | ||
| 2027 | 15.94 | 14.29 | -1.66 | 321 | -0.01 | 1.13 | 1.14 | ||
| 2028 | 16.12 | 14.30 | -1.82 | 312 | -0.01 | 1.13 | 1.14 | ||
| 2029 | 16.27 | 14.31 | -1.96 | 302 | -0.01 | 1.13 | 1.14 | ||
| 2030 | 16.39 | 14.32 | -2.07 | 292 | -0.01 | 1.13 | 1.14 | ||
| 2031 | 16.49 | 14.33 | -2.16 | 281 | -0.02 | 1.13 | 1.14 | ||
| 2032 | 16.57 | 14.34 | -2.24 | 270 | -0.02 | 1.13 | 1.14 | ||
| 2033 | 16.64 | 14.34 | -2.30 | 259 | -0.02 | 1.13 | 1.15 | ||
| 2034 | 16.68 | 14.35 | -2.34 | 248 | -0.02 | 1.13 | 1.15 | ||
| 2035 | 16.71 | 14.35 | -2.36 | 237 | -0.02 | 1.13 | 1.15 | ||
| 2036 | 16.72 | 14.36 | -2.36 | 226 | -0.02 | 1.13 | 1.15 | ||
| 2037 | 16.71 | 14.36 | -2.36 | 215 | -0.02 | 1.13 | 1.15 | ||
| 2038 | 16.69 | 14.36 | -2.33 | 204 | -0.02 | 1.13 | 1.15 | ||
| 2039 | 16.66 | 14.36 | -2.30 | 193 | -0.02 | 1.13 | 1.15 | ||
| 2040 | 16.62 | 14.36 | -2.26 | 182 | -0.03 | 1.13 | 1.16 | ||
| 2041 | 16.57 | 14.36 | -2.21 | 172 | -0.03 | 1.13 | 1.16 | ||
| 2042 | 16.53 | 14.36 | -2.17 | 161 | -0.03 | 1.13 | 1.16 | ||
| 2043 | 16.48 | 14.36 | -2.12 | 151 | -0.03 | 1.13 | 1.16 | ||
| 2044 | 16.44 | 14.36 | -2.09 | 140 | -0.03 | 1.13 | 1.16 | ||
| 2045 | 16.41 | 14.36 | -2.05 | 130 | -0.03 | 1.13 | 1.16 | ||
| 2046 | 16.39 | 14.36 | -2.03 | 119 | -0.03 | 1.13 | 1.17 | ||
| 2047 | 16.36 | 14.36 | -2.00 | 109 | -0.03 | 1.13 | 1.17 | ||
| 2048 | 16.34 | 14.36 | -1.98 | 99 | -0.03 | 1.13 | 1.17 | ||
| 2049 | 16.32 | 14.36 | -1.96 | 88 | -0.04 | 1.13 | 1.17 | ||
| 2050 | 16.30 | 14.36 | -1.94 | 78 | -0.04 | 1.14 | 1.17 | ||
| 2051 | 16.29 | 14.36 | -1.93 | 67 | -0.04 | 1.14 | 1.17 | ||
| 2052 | 16.29 | 14.36 | -1.92 | 56 | -0.04 | 1.14 | 1.17 | ||
| 2053 | 16.29 | 14.36 | -1.93 | 45 | -0.04 | 1.14 | 1.18 | ||
| 2054 | 16.31 | 14.37 | -1.94 | 34 | -0.04 | 1.14 | 1.18 | ||
| 2055 | 16.33 | 14.37 | -1.96 | 23 | -0.04 | 1.14 | 1.18 | ||
| 2056 | 16.35 | 14.37 | -1.98 | 12 | -0.04 | 1.14 | 1.18 | ||
| 2057 | 16.37 | 14.37 | -2.00 | 0 | -0.04 | 1.14 | 1.18 | ||
| 2058 | 16.40 | 14.38 | -2.02 | ---- | -0.04 | 1.14 | 1.18 | ||
| 2059 | 16.42 | 14.38 | -2.04 | ---- | -0.04 | 1.14 | 1.18 | ||
| 2060 | 16.44 | 14.38 | -2.05 | ---- | -0.05 | 1.14 | 1.19 | ||
| 2061 | 16.46 | 14.39 | -2.08 | ---- | -0.05 | 1.14 | 1.19 | ||
| 2062 | 16.49 | 14.39 | -2.10 | ---- | -0.05 | 1.14 | 1.19 | ||
| 2063 | 16.51 | 14.39 | -2.12 | ---- | -0.05 | 1.14 | 1.19 | ||
| 2064 | 16.54 | 14.39 | -2.14 | ---- | -0.05 | 1.14 | 1.19 | ||
| 2065 | 16.57 | 14.40 | -2.17 | ---- | -0.05 | 1.14 | 1.19 | ||
| 2066 | 16.60 | 14.40 | -2.20 | ---- | -0.05 | 1.14 | 1.19 | ||
| 2067 | 16.64 | 14.40 | -2.23 | ---- | -0.05 | 1.14 | 1.19 | ||
| 2068 | 16.68 | 14.41 | -2.27 | ---- | -0.05 | 1.15 | 1.19 | ||
| 2069 | 16.72 | 14.41 | -2.31 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2070 | 16.76 | 14.41 | -2.34 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2071 | 16.80 | 14.42 | -2.38 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2072 | 16.84 | 14.42 | -2.42 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2073 | 16.89 | 14.42 | -2.46 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2074 | 16.93 | 14.43 | -2.50 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2075 | 16.98 | 14.43 | -2.54 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2076 | 17.02 | 14.44 | -2.59 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2077 | 17.07 | 14.44 | -2.63 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2078 | 17.11 | 14.44 | -2.67 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2079 | 17.16 | 14.45 | -2.71 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2080 | 17.20 | 14.45 | -2.75 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2081 | 17.24 | 14.45 | -2.79 | ---- | -0.05 | 1.15 | 1.20 | ||
| 2082 | 17.29 | 14.46 | -2.83 | ---- | -0.05 | 1.15 | 1.21 | ||
| 2083 | 17.33 | 14.46 | -2.87 | ---- | -0.05 | 1.15 | 1.21 | ||
| 2084 | 17.38 | 14.46 | -2.91 | ---- | -0.05 | 1.16 | 1.21 | ||
| 2085 | 17.42 | 14.47 | -2.95 | ---- | -0.05 | 1.16 | 1.21 | ||
Summarized Estimates |
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Proposal |
Change from Present Law |
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|---|---|---|---|---|---|---|---|---|---|
| Years | Cost rate |
Income rate |
Actuarial balance |
Year of exhaustion1 |
Cost rate |
Income rate |
Actuarial balance |
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| Based on Intermediate Assumptions of the 2010 Trustees Report. | |||||||||
| 2010-2084 | 15.90% | 15.12% | -0.79% | 2057 | -0.03% | 1.11% | 1.13% | ||
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| 1 Under present law, the year of exhaustion
is 2037. |
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