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Detailed Single Year Tables

Description of Proposed Provision:
Increase the number of years used to calculate benefits for retirees and survivors (but not for disabled workers) from 35 to 38, phased in 2011-2015.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Present Law
  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
201013.0912.33-0.76
355
0.000.000.00
201113.0412.91-0.12
353
0.000.000.00
201212.8412.870.03
350
0.000.000.00
201312.8112.900.09
346
-0.010.000.01
201412.8412.920.07
341
-0.020.000.02
201512.9512.94-0.01
336
-0.030.000.03
201613.0612.96-0.10
331
-0.040.000.04
201713.2412.99-0.26
326
-0.060.000.06
201813.4713.01-0.46
320
-0.080.000.07
201913.7413.02-0.72
313
-0.10-0.010.09
202014.0313.04-0.99
304
-0.12-0.010.11
202114.3213.06-1.26
295
-0.14-0.010.13
202214.5913.08-1.51
284
-0.16-0.010.15
202314.8513.09-1.76
273
-0.18-0.010.17
202415.0913.11-1.98
260
-0.20-0.010.19
202515.3213.12-2.20
247
-0.21-0.010.20
202615.5313.13-2.39
233
-0.23-0.010.22
202715.7113.15-2.56
218
-0.25-0.010.23
202815.8713.16-2.71
203
-0.26-0.010.25
202916.0113.17-2.84
187
-0.28-0.010.26
203016.1213.18-2.94
171
-0.29-0.020.27
203116.2113.18-3.02
154
-0.30-0.020.28
203216.2813.19-3.09
137
-0.31-0.020.30
203316.3413.20-3.14
120
-0.32-0.020.31
203416.3713.20-3.17
102
-0.33-0.020.31
203516.3913.20-3.18
85
-0.34-0.020.32
203616.3913.21-3.18
67
-0.35-0.020.33
203716.3813.21-3.17
48
-0.36-0.020.34
203816.3513.21-3.14
30
-0.36-0.020.34
203916.3113.21-3.10
12
-0.37-0.020.35
204016.2713.21-3.06
----
-0.37-0.020.35
204116.2213.21-3.01
----
-0.38-0.020.36
204216.1713.21-2.96
----
-0.38-0.020.36
204316.1313.21-2.92
----
-0.39-0.020.36
204416.0913.20-2.88
----
-0.39-0.020.37
204516.0513.20-2.85
----
-0.39-0.020.37
204616.0213.20-2.82
----
-0.40-0.020.37
204716.0013.20-2.80
----
-0.40-0.020.38
204815.9713.20-2.77
----
-0.40-0.020.38
204915.9513.20-2.75
----
-0.40-0.020.38
205015.9313.20-2.73
----
-0.41-0.020.38
205115.9213.20-2.71
----
-0.41-0.020.38
205215.9113.20-2.71
----
-0.41-0.020.39
205315.9213.20-2.72
----
-0.41-0.020.39
205415.9313.21-2.73
----
-0.41-0.020.39
205515.9513.21-2.74
----
-0.42-0.020.39
205615.9713.21-2.76
----
-0.42-0.020.40
205716.0013.21-2.78
----
-0.42-0.020.40
205816.0213.21-2.80
----
-0.42-0.020.40
205916.0413.22-2.82
----
-0.42-0.020.40
206016.0613.22-2.84
----
-0.43-0.020.40
206116.0813.22-2.86
----
-0.43-0.020.40
206216.1113.22-2.88
----
-0.43-0.020.40
206316.1313.22-2.91
----
-0.43-0.020.40
206416.1613.23-2.93
----
-0.43-0.020.41
206516.1913.23-2.96
----
-0.43-0.020.41
206616.2213.23-2.99
----
-0.43-0.020.41
206716.2513.23-3.02
----
-0.43-0.020.41
206816.2913.24-3.05
----
-0.43-0.020.41
206916.3313.24-3.09
----
-0.43-0.020.41
207016.3713.24-3.13
----
-0.44-0.020.41
207116.4113.25-3.17
----
-0.44-0.020.41
207216.4613.25-3.21
----
-0.44-0.020.41
207316.5013.25-3.25
----
-0.44-0.030.41
207416.5413.25-3.29
----
-0.44-0.030.41
207516.5913.26-3.33
----
-0.44-0.030.41
207616.6313.26-3.37
----
-0.44-0.030.41
207716.6813.26-3.41
----
-0.44-0.030.42
207816.7213.27-3.45
----
-0.44-0.030.42
207916.7613.27-3.50
----
-0.44-0.030.42
208016.8113.27-3.54
----
-0.44-0.030.42
208116.8513.27-3.58
----
-0.44-0.030.42
208216.8913.28-3.62
----
-0.44-0.030.42
208316.9413.28-3.66
----
-0.45-0.030.42
208416.9813.28-3.70
----
-0.45-0.030.42
208517.0213.28-3.74
----
-0.45-0.030.42



 

Summarized Estimates

 
  Proposal
  Change from Present Law
Years Cost
rate
Income
rate
Actuarial
balance

Year of
exhaustion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2010 Trustees Report.
2010-2084 15.63% 13.99% -1.63%
2039
-0.30% -0.02% 0.29%
 
1 Under present law, the year of exhaustion is 2037.

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Last reviewed or modified March 2, 2011