Plan 2T-100p--a
Assumed % Electing PA = 100.0%--Additional Aggregate Values to Trust Fund and Personal Account
With:
Ultimate Real Interest Rate of: 3.0
Ultimate Average Real Benefit Offset Net Yield Rate of: 2.0
Average Benefit Offset Annuity Net Yield Rate of: 2.0
Ultimate Average Real IA Rate of: 4.6
Average IA Annuity Net Yield Rate of: 3.0
Year
Present Law
Trust Fund
(End of Year)
Proposal
Trust Fund
(End of Year)
Net Accrual
for Future
Benefit Offset 1/
IA/Annuity
Assets
(End of Year)
IA
Contributions
in Year
IA
Disbursements
in Year
(Billions of Present Value Dollars 1/1/2001)
2001
1,139
1,139
 
 
 
 
2002
1,230
1,230
0
0
0.0
0.0
2003
1,320
1,320
0
0
0.0
0.0
2004
1,407
1,326
81
82
81.1
0.0
2005
1,491
1,328
161
165
81.5
0.0
2006
1,570
1,325
241
249
81.9
0.0
2007
1,644
1,318
320
335
81.6
0.0
2008
1,711
1,304
398
422
81.4
0.0
2009
1,771
1,280
474
509
81.2
0.5
2010
1,824
1,249
549
596
80.9
1.0
2011
1,867
1,212
622
684
80.8
1.6
2012
1,901
1,165
694
772
80.5
2.3
2013
1,925
1,111
764
859
80.1
3.0
2014
1,937
1,047
832
947
79.3
3.9
2015
1,938
976
897
1,033
78.3
4.8
2016
1,928
896
959
1,118
77.4
5.9
2017
1,906
808
1,019
1,203
76.4
7.0
2018
1,873
713
1,077
1,286
75.4
8.2
2019
1,829
612
1,132
1,368
74.4
9.5
2020
1,775
503
1,184
1,448
73.5
10.9
2021
1,712
446
1,234
1,527
72.4
12.3
2022
1,641
444
1,281
1,604
71.3
13.8
2023
1,562
442
1,325
1,679
70.2
15.4
2024
1,476
440
1,366
1,752
69.2
17.1
2025
1,384
434
1,405
1,823
68.1
18.9
2026
1,287
426
1,441
1,891
67.1
20.7
2027
1,186
421
1,475
1,958
65.9
22.6
2028
1,080
416
1,506
2,021
64.8
24.6
2029
972
407
1,534
2,083
63.7
26.6
2030
861
400
1,559
2,141
62.7
28.7
2031
749
394
1,582
2,197
61.7
30.8
2032
636
384
1,603
2,250
60.6
33.0
2033
523
375
1,621
2,300
59.7
35.3
2034
410
366
1,636
2,348
58.7
37.6
2035
298
356
1,650
2,392
57.8
39.9
2036
188
346
1,661
2,433
56.9
42.3
2037
79
336
1,670
2,471
55.9
44.7
2038
-27
325
1,677
2,506
55.0
47.1
2039
-131
315
1,681
2,537
54.2
49.6
2040
-233
304
1,684
2,565
53.3
52.0
2041
-333
295
1,685
2,590
52.4
54.6
2042
-430
285
1,684
2,611
51.5
57.1
2043
-526
277
1,681
2,629
50.7
59.6
2044
-620
267
1,676
2,643
49.8
62.2
2045
-713
257
1,669
2,653
49.0
64.6
2046
-804
250
1,661
2,660
48.2
67.1
2047
-893
241
1,651
2,664
47.3
69.9
2048
-982
234
1,640
2,663
46.5
72.4
2049
-1,069
227
1,627
2,659
45.7
74.6
2050
-1,156
219
1,613
2,652
44.9
76.4
2051
-1,242
213
1,598
2,642
44.1
78.0
2052
-1,327
207
1,582
2,630
43.4
79.5
2053
-1,412
201
1,565
2,615
42.6
80.8
2054
-1,496
195
1,548
2,598
41.9
82.0
2055
-1,580
190
1,529
2,579
41.1
83.1
2056
-1,664
187
1,511
2,558
40.4
84.0
2057
-1,747
186
1,491
2,534
39.7
84.8
2058
-1,830
187
1,472
2,510
39.0
85.4
2059
-1,912
190
1,451
2,483
38.3
85.9
2060
-1,994
194
1,431
2,455
37.6
86.3
2061
-2,076
200
1,410
2,426
37.0
86.6
2062
-2,157
208
1,390
2,395
36.3
86.7
2063
-2,238
216
1,369
2,366
35.7
86.7
2064
-2,318
226
1,348
2,335
35.0
86.6
2065
-2,397
238
1,326
2,304
34.4
86.4
2066
-2,476
250
1,305
2,272
33.8
86.1
2067
-2,554
264
1,284
2,239
33.2
85.7
2068
-2,632
278
1,263
2,206
32.6
85.2
2069
-2,709
293
1,243
2,172
32.1
84.5
2070
-2,785
310
1,222
2,138
31.5
83.9
2071
-2,861
327
1,201
2,104
30.9
83.1
2072
-2,936
345
1,181
2,070
30.4
82.2
2073
-3,010
364
1,161
2,036
29.9
81.3
2074
-3,084
383
1,141
2,002
29.3
80.4
2075
-3,157
403
1,121
1,969
28.8
79.4
2076
-3,230
423
1,102
1,935
28.3
78.4
IA invested 50% Equity, 30% Corporate Bonds, 20%Treasury Bonds; 0.3% Administrative Expense.

1/ Present value of net current offset accrual; reduction of future obligations.
Office of the Actuary
Social Security Administration
January 29, 2002

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