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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 | |||||||
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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 | 13.02 | 12.91 | -0.10 | 353 | -0.02 | 0.00 | 0.02 | ||
| 2012 | 12.80 | 12.87 | 0.07 | 352 | -0.04 | 0.00 | 0.04 | ||
| 2013 | 12.76 | 12.90 | 0.14 | 348 | -0.06 | 0.00 | 0.06 | ||
| 2014 | 12.78 | 12.92 | 0.14 | 344 | -0.08 | 0.00 | 0.08 | ||
| 2015 | 12.87 | 12.93 | 0.06 | 340 | -0.11 | 0.00 | 0.10 | ||
| 2016 | 12.97 | 12.96 | -0.01 | 335 | -0.13 | 0.00 | 0.13 | ||
| 2017 | 13.15 | 12.99 | -0.16 | 331 | -0.16 | 0.00 | 0.16 | ||
| 2018 | 13.36 | 13.01 | -0.35 | 326 | -0.19 | 0.00 | 0.18 | ||
| 2019 | 13.63 | 13.02 | -0.60 | 319 | -0.21 | -0.01 | 0.21 | ||
| 2020 | 13.92 | 13.04 | -0.88 | 311 | -0.23 | -0.01 | 0.22 | ||
| 2021 | 14.21 | 13.06 | -1.15 | 302 | -0.24 | -0.01 | 0.23 | ||
| 2022 | 14.50 | 13.08 | -1.43 | 292 | -0.25 | -0.01 | 0.24 | ||
| 2023 | 14.79 | 13.09 | -1.69 | 280 | -0.24 | -0.01 | 0.23 | ||
| 2024 | 15.05 | 13.11 | -1.95 | 268 | -0.23 | -0.01 | 0.22 | ||
| 2025 | 15.31 | 13.12 | -2.19 | 254 | -0.22 | -0.01 | 0.21 | ||
| 2026 | 15.55 | 13.14 | -2.42 | 240 | -0.20 | -0.01 | 0.19 | ||
| 2027 | 15.77 | 13.15 | -2.62 | 224 | -0.18 | -0.01 | 0.17 | ||
| 2028 | 15.97 | 13.16 | -2.80 | 208 | -0.17 | -0.01 | 0.16 | ||
| 2029 | 16.13 | 13.17 | -2.95 | 192 | -0.16 | -0.01 | 0.15 | ||
| 2030 | 16.27 | 13.18 | -3.08 | 175 | -0.14 | -0.01 | 0.13 | ||
| 2031 | 16.37 | 13.19 | -3.18 | 157 | -0.14 | -0.01 | 0.13 | ||
| 2032 | 16.46 | 13.20 | -3.26 | 140 | -0.13 | -0.01 | 0.12 | ||
| 2033 | 16.54 | 13.21 | -3.33 | 121 | -0.12 | -0.01 | 0.12 | ||
| 2034 | 16.59 | 13.21 | -3.37 | 103 | -0.12 | -0.01 | 0.11 | ||
| 2035 | 16.62 | 13.22 | -3.40 | 84 | -0.11 | -0.01 | 0.10 | ||
| 2036 | 16.63 | 13.22 | -3.41 | 65 | -0.10 | -0.01 | 0.10 | ||
| 2037 | 16.64 | 13.22 | -3.42 | 45 | -0.10 | -0.01 | 0.09 | ||
| 2038 | 16.62 | 13.22 | -3.40 | 26 | -0.09 | -0.01 | 0.09 | ||
| 2039 | 16.60 | 13.22 | -3.37 | 6 | -0.09 | 0.00 | 0.08 | ||
| 2040 | 16.56 | 13.23 | -3.34 | ---- | -0.08 | 0.00 | 0.07 | ||
| 2041 | 16.53 | 13.22 | -3.30 | ---- | -0.07 | 0.00 | 0.07 | ||
| 2042 | 16.49 | 13.22 | -3.26 | ---- | -0.06 | 0.00 | 0.06 | ||
| 2043 | 16.45 | 13.22 | -3.23 | ---- | -0.06 | 0.00 | 0.05 | ||
| 2044 | 16.42 | 13.22 | -3.20 | ---- | -0.05 | 0.00 | 0.05 | ||
| 2045 | 16.40 | 13.22 | -3.18 | ---- | -0.04 | 0.00 | 0.04 | ||
| 2046 | 16.38 | 13.22 | -3.16 | ---- | -0.04 | 0.00 | 0.04 | ||
| 2047 | 16.37 | 13.22 | -3.14 | ---- | -0.03 | 0.00 | 0.03 | ||
| 2048 | 16.35 | 13.22 | -3.13 | ---- | -0.02 | 0.00 | 0.02 | ||
| 2049 | 16.33 | 13.22 | -3.11 | ---- | -0.02 | 0.00 | 0.02 | ||
| 2050 | 16.32 | 13.22 | -3.09 | ---- | -0.02 | 0.00 | 0.01 | ||
| 2051 | 16.31 | 13.22 | -3.09 | ---- | -0.01 | 0.00 | 0.01 | ||
| 2052 | 16.32 | 13.23 | -3.09 | ---- | -0.01 | 0.00 | 0.01 | ||
| 2053 | 16.33 | 13.23 | -3.10 | ---- | -0.01 | 0.00 | 0.01 | ||
| 2054 | 16.34 | 13.23 | -3.11 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2055 | 16.36 | 13.23 | -3.13 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2056 | 16.39 | 13.23 | -3.16 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2057 | 16.42 | 13.24 | -3.18 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2058 | 16.44 | 13.24 | -3.20 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2059 | 16.46 | 13.24 | -3.22 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2060 | 16.48 | 13.24 | -3.24 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2061 | 16.51 | 13.24 | -3.26 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2062 | 16.53 | 13.25 | -3.29 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2063 | 16.56 | 13.25 | -3.31 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2064 | 16.59 | 13.25 | -3.33 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2065 | 16.62 | 13.25 | -3.36 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2066 | 16.65 | 13.26 | -3.39 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2067 | 16.69 | 13.26 | -3.43 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2068 | 16.72 | 13.26 | -3.46 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2069 | 16.77 | 13.26 | -3.50 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2070 | 16.81 | 13.27 | -3.54 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2071 | 16.85 | 13.27 | -3.58 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2072 | 16.89 | 13.27 | -3.62 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2073 | 16.94 | 13.28 | -3.66 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2074 | 16.98 | 13.28 | -3.70 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2075 | 17.03 | 13.28 | -3.75 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2076 | 17.07 | 13.28 | -3.79 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2077 | 17.12 | 13.29 | -3.83 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2078 | 17.16 | 13.29 | -3.87 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2079 | 17.21 | 13.29 | -3.91 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2080 | 17.25 | 13.30 | -3.95 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2081 | 17.29 | 13.30 | -3.99 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2082 | 17.34 | 13.30 | -4.04 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2083 | 17.38 | 13.31 | -4.08 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2084 | 17.43 | 13.31 | -4.12 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2085 | 17.47 | 13.31 | -4.16 | ---- | 0.00 | 0.00 | 0.00 | ||
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 | 15.85% | 14.00% | -1.84% | 2039 | -0.08% | -0.00% | 0.08% | ||
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| 1 Under present law, the year of exhaustion
is 2037. |
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