Plan 3T-100p
Assumed % Electing PA = 100.0%
IA to Estate at Death Prior to Entitlement If No Survivor Tax IA Disbursement
With:
Ultimate Real Trust Fund Interest Rate of: 3.0
Ultimate Average Real Benefit Offset Net Yield Rate of: 2.5
Average Benefit Offset Annuity Net Yield Rate of: 2.5
Year
Cost
Rate*
Income
Rate
Annual
Balance
Trust
Fund
Ratio
1-1-Year
Marginal
Change
in OASDI
Contribution
Rate
Specified
General
Fund
Transfers
Net
OASDI
Contribution
Rate**
Changes in OASDI
Contribution Rate from--
PRA
Contributions
Additional
Net General Fund
Transfer
2001
10.49
12.72
2.23
239
 
 
12.40
 
 
2002
10.42
12.72
2.30
264
 
 
12.40
 
 
2003
10.43
12.73
2.29
289
 
 
12.40
 
 
2004
10.48
11.03
0.55
313
-1.706
 
10.69
1.71
 
2005
10.56
11.35
0.80
319
0.312
0.34
11.01
1.74
 
2006
10.64
11.37
0.72
328
0.005
0.38
11.01
1.76
 
2007
10.77
11.37
0.59
334
-0.007
0.39
11.00
1.78
 
2008
10.93
11.37
0.44
339
-0.005
0.40
11.00
1.80
 
2009
11.19
11.38
0.19
339
-0.011
0.41
10.99
1.82
 
2010
11.37
11.42
0.04
340
0.021
0.44
11.01
1.84
 
2011
11.56
11.43
-0.13
338
0.005
0.47
11.01
1.85
 
2012
11.78
11.44
-0.34
335
0.005
0.49
11.02
1.87
 
2013
12.03
11.46
-0.58
329
0.006
0.51
11.03
1.89
 
2014
12.29
11.48
-0.81
322
0.017
0.54
11.04
1.90
 
2015
12.56
11.51
-1.05
314
0.020
0.57
11.06
1.90
 
2016
12.83
11.54
-1.29
304
0.020
0.59
11.08
1.91
 
2017
13.12
11.58
-1.54
292
0.023
0.62
11.11
1.92
 
2018
13.39
11.61
-1.79
279
0.023
0.65
11.13
1.93
 
2019
13.67
11.65
-2.03
265
0.026
0.69
11.16
1.93
 
2020
13.94
11.66
-2.28
250
0.000
0.69
11.16
1.94
 
2021
14.18
11.68
-2.50
234
0.001
0.70
11.16
1.95
 
2022
14.40
11.70
-2.70
217
0.003
0.71
11.16
1.95
 
2023
14.60
11.72
-2.88
199
0.003
0.72
11.16
1.95
 
2024
14.78
11.74
-3.05
181
0.003
0.72
11.17
1.96
 
2025
14.94
11.76
-3.19
162
0.003
0.73
11.17
1.96
 
2026
15.08
11.77
-3.31
142
0.003
0.74
11.17
1.96
 
2027
15.20
11.80
-3.40
122
0.006
0.74
11.18
1.97
 
2028
15.28
14.92
-0.36
101
3.106
0.75
14.28
1.97
3.1
2029
15.33
15.04
-0.29
100
0.106
0.75
14.39
1.96
3.2
2030
15.35
15.05
-0.29
100
0.005
0.76
14.39
1.97
3.2
2031
15.34
15.07
-0.27
100
0.005
0.76
14.40
1.96
3.2
2032
15.32
15.09
-0.24
100
0.005
0.77
14.40
1.96
3.2
2033
15.27
15.00
-0.27
100
-0.096
0.77
14.31
1.96
3.1
2034
15.20
14.91
-0.28
100
-0.097
0.78
14.21
1.96
3.0
2035
15.09
14.73
-0.37
100
-0.197
0.78
14.01
1.97
2.8
2036
14.98
14.54
-0.44
100
-0.197
0.78
13.82
1.97
2.6
2037
14.85
14.55
-0.30
100
0.003
0.79
13.82
1.97
2.6
2038
14.70
14.26
-0.45
100
-0.297
0.79
13.52
1.97
2.3
2039
14.55
14.16
-0.39
100
-0.097
0.79
13.43
1.96
2.2
2040
14.39
14.07
-0.32
100
-0.097
0.79
13.33
1.97
2.1
2041
14.24
13.78
-0.46
100
-0.297
0.80
13.03
1.96
1.8
2042
14.09
13.79
-0.30
100
0.003
0.80
13.03
1.97
1.8
2043
13.94
13.50
-0.44
100
-0.297
0.80
12.74
1.97
1.5
2044
13.79
13.41
-0.38
100
-0.096
0.81
12.64
1.96
1.4
2045
13.65
13.32
-0.32
100
-0.097
0.81
12.54
1.96
1.3
2046
13.50
13.13
-0.37
100
-0.196
0.81
12.35
1.96
1.1
2047
13.36
12.95
-0.41
100
-0.195
0.82
12.15
1.96
0.9
2048
13.23
12.86
-0.36
100
-0.095
0.82
12.06
1.97
0.8
2049
13.10
12.78
-0.32
100
-0.095
0.83
11.96
1.96
0.7
2050
12.99
12.69
-0.30
100
-0.095
0.83
11.87
1.96
0.6
2051
12.89
12.60
-0.29
100
-0.095
0.84
11.77
1.96
0.5
2052
12.80
12.52
-0.29
100
-0.094
0.84
11.68
1.97
0.4
2053
12.73
12.43
-0.29
100
-0.094
0.85
11.58
1.96
0.3
2054
12.66
12.35
-0.31
100
-0.094
0.86
11.49
1.97
0.2
2055
12.59
12.36
-0.23
100
0.006
0.86
11.50
1.96
0.2
2056
12.53
12.28
-0.25
100
-0.094
0.87
11.40
1.97
0.1
2057
12.47
12.19
-0.28
100
-0.094
0.87
11.31
1.96
0.0
2058
12.41
12.21
-0.21
100
0.006
0.88
11.31
1.96
 
2059
12.36
12.22
-0.14
101
0.006
0.89
11.32
1.97
 
2060
12.31
12.24
-0.08
102
0.006
0.89
11.33
1.97
 
2061
12.26
12.25
-0.02
103
0.006
0.90
11.33
1.97
 
2062
12.22
12.26
0.04
105
0.006
0.90
11.34
1.97
 
2063
12.18
12.28
0.10
108
0.006
0.91
11.34
1.97
 
2064
12.14
12.29
0.15
111
0.006
0.92
11.35
1.96
 
2065
12.10
12.30
0.20
114
0.005
0.92
11.36
1.97
 
2066
12.07
12.31
0.24
118
0.005
0.93
11.36
1.97
 
2067
12.03
12.32
0.29
122
0.005
0.93
11.37
1.97
 
2068
11.99
12.33
0.34
127
0.004
0.93
11.37
1.96
 
2069
11.96
12.34
0.38
132
0.004
0.94
11.37
1.96
 
2070
11.92
12.35
0.42
138
0.004
0.94
11.38
1.96
 
2071
11.89
12.35
0.47
145
0.004
0.95
11.38
1.96
 
2072
11.85
12.36
0.51
151
0.003
0.95
11.39
1.97
 
2073
11.82
12.37
0.55
159
0.003
0.95
11.39
1.96
 
2074
11.78
12.37
0.59
167
0.003
0.96
11.39
1.96
 
2075
11.76
12.38
0.62
175
0.002
0.96
11.39
1.97
 
2076
11.73
12.38
0.65
184
0.001
0.96
11.39
1.97
 
 
Summarized
 
 
 
 
 
 
 
Cost
Rate
OASDI
Income
Rate
OASDI
Acturial
Balance
OASDI
Change in
Acturial
Balance
 
 
 
 
 
2001-
2075
13.02
13.08
0.07
1.93
 
 
 
 
 
Based on Intermediate Assumptions of the 2001 Trustees Report.
IA invested 50% Equity, 30% Corporate Bonds, 20%Treasury Bonds; 0.3% Administrative Expense.

* Net of Benefit Offset.
** Includes additional net General Fund transfers.
Office of the Actuary
Social Security Administration
January 29, 2002

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