Skip to content
Social Security Online
Actuarial Publications
Solvency provisions SSA logo: link to Social Security Online home

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 over the years 2012-2016.

 

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
201113.3512.52-0.82
353
0.000.000.00
201213.2312.87-0.36
347
0.000.000.00
201313.1712.87-0.31
341
0.000.000.00
201413.1712.92-0.26
334
-0.010.000.01
201513.2312.94-0.29
328
-0.020.000.02
201613.3012.97-0.33
322
-0.030.000.03
201713.4213.00-0.42
315
-0.040.000.04
201813.5613.02-0.53
308
-0.060.000.06
201913.8013.04-0.76
298
-0.080.000.07
202014.1013.05-1.04
288
-0.10-0.010.09
202114.4013.07-1.33
276
-0.12-0.010.11
202214.6913.09-1.60
264
-0.14-0.010.13
202314.9713.11-1.86
251
-0.16-0.010.15
202415.2313.12-2.10
237
-0.18-0.010.17
202515.4813.14-2.34
223
-0.20-0.010.18
202615.7113.15-2.56
208
-0.21-0.010.20
202715.9213.16-2.75
192
-0.23-0.010.22
202816.1013.18-2.92
176
-0.25-0.010.23
202916.2613.19-3.07
159
-0.26-0.010.25
203016.3813.20-3.18
141
-0.28-0.020.26
203116.4713.20-3.27
123
-0.29-0.020.27
203216.5513.21-3.34
105
-0.30-0.020.29
203316.6213.22-3.40
86
-0.31-0.020.30
203416.6613.22-3.44
66
-0.32-0.020.31
203516.6813.22-3.46
47
-0.33-0.020.32
203616.6913.23-3.46
27
-0.34-0.020.32
203716.6913.23-3.46
7
-0.35-0.020.33
203816.6613.23-3.43
----
-0.36-0.020.34
203916.6213.23-3.40
----
-0.37-0.020.34
204016.5813.23-3.36
----
-0.37-0.020.35
204116.5413.23-3.31
----
-0.38-0.020.36
204216.4913.22-3.27
----
-0.38-0.020.36
204316.4513.22-3.23
----
-0.39-0.020.36
204416.4213.22-3.20
----
-0.39-0.020.37
204516.3913.22-3.17
----
-0.39-0.020.37
204616.3613.22-3.14
----
-0.40-0.020.38
204716.3413.22-3.12
----
-0.40-0.020.38
204816.3113.22-3.09
----
-0.40-0.020.38
204916.2913.22-3.07
----
-0.41-0.020.38
205016.2813.22-3.06
----
-0.41-0.020.39
205116.2713.22-3.04
----
-0.41-0.020.39
205216.2713.22-3.04
----
-0.42-0.020.39
205316.2713.22-3.05
----
-0.42-0.020.39
205416.2813.22-3.06
----
-0.42-0.020.40
205516.3013.23-3.07
----
-0.42-0.020.40
205616.3213.23-3.09
----
-0.43-0.020.40
205716.3313.23-3.10
----
-0.43-0.020.40
205816.3513.23-3.12
----
-0.43-0.020.41
205916.3613.23-3.13
----
-0.43-0.020.41
206016.3713.23-3.14
----
-0.43-0.020.41
206116.3813.24-3.14
----
-0.43-0.020.41
206216.3913.24-3.15
----
-0.44-0.020.41
206316.4013.24-3.16
----
-0.44-0.020.41
206416.4113.24-3.17
----
-0.44-0.020.41
206516.4313.24-3.19
----
-0.44-0.020.41
206616.4513.24-3.21
----
-0.44-0.030.41
206716.4713.24-3.23
----
-0.44-0.030.41
206816.5013.25-3.25
----
-0.44-0.030.41
206916.5313.25-3.28
----
-0.44-0.030.42
207016.5613.25-3.31
----
-0.44-0.030.42
207116.5913.25-3.34
----
-0.44-0.030.42
207216.6213.25-3.37
----
-0.44-0.030.42
207316.6613.26-3.40
----
-0.44-0.030.42
207416.7013.26-3.44
----
-0.44-0.030.42
207516.7313.26-3.47
----
-0.45-0.030.42
207616.7713.26-3.50
----
-0.45-0.030.42
207716.8013.27-3.54
----
-0.45-0.030.42
207816.8413.27-3.57
----
-0.45-0.030.42
207916.8813.27-3.61
----
-0.45-0.030.42
208016.9113.27-3.64
----
-0.45-0.030.42
208116.9513.28-3.68
----
-0.45-0.030.42
208216.9913.28-3.71
----
-0.45-0.030.42
208317.0313.28-3.75
----
-0.45-0.030.42
208417.0713.28-3.78
----
-0.45-0.030.43
208517.1013.28-3.82
----
-0.45-0.030.43
208617.1413.29-3.85
----
-0.45-0.030.43



 

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 2011 Trustees Report.
2011-2085 15.94% 14.01% -1.93%
2037
-0.31% -0.02% 0.29%
 
1 Under present law, the year of exhaustion is 2036.

 Link to USA.gov: U.S. Government portal Privacy Policy  | Website Policies & Other Important Information  | Site Map
Last reviewed or modified December 21, 2011