Short-Range Actuarial Projections of the Old-Age, Survivors, and Disability Insurance Program, 2001
Actuarial Study No. 115
Chris Motsiopoulos and Tim Zayatz, A.S.A. |
||
Month |
1970 |
1971 |
1972 |
1973 |
1974 |
1975 |
1976 |
1977 |
1978 |
1979 |
---|---|---|---|---|---|---|---|---|---|---|
January |
7.750 |
6.125 |
5.625 |
6.125 |
6.750 |
7.125 |
7.250 |
6.375 |
7.625 |
9.000 |
7.875 |
5.875 |
5.875 |
6.375 |
6.750 |
7.125 |
7.250 |
7.125 |
7.750 |
8.750 |
|
7.000 |
5.625 |
5.750 |
6.500 |
6.875 |
6.875 |
7.250 |
7.125 |
7.875 |
9.000 |
|
7.000 |
5.250 |
6.000 |
6.625 |
7.375 |
7.250 |
7.125 |
7.125 |
8.000 |
8.875 |
|
7.625 |
6.000 |
5.875 |
6.500 |
7.750 |
7.625 |
7.125 |
7.125 |
8.000 |
9.000 |
|
7.625 |
6.125 |
5.750 |
6.625 |
7.625 |
7.375 |
7.500 |
7.125 |
8.250 |
8.750 |
|
7.500 |
6.625 |
6.000 |
6.750 |
7.875 |
7.375 |
7.375 |
7.000 |
8.375 |
8.500 |
|
7.375 |
6.750 |
5.875 |
7.500 |
8.000 |
7.500 |
7.250 |
7.125 |
8.375 |
8.750 |
|
7.250 |
6.000 |
6.125 |
7.000 |
8.125 |
7.625 |
7.125 |
7.000 |
8.250 |
9.000 |
|
7.000 |
5.875 |
6.125 |
6.500 |
7.750 |
7.875 |
7.125 |
7.125 |
8.375 |
9.250 |
|
7.000 |
5.625 |
6.125 |
6.625 |
7.625 |
7.375 |
6.875 |
7.375 |
8.875 |
10.500 |
|
6.125 |
5.875 |
6.000 |
6.625 |
7.375 |
7.625 |
6.500 |
7.375 |
8.625 |
10.000 |
|
7.260 |
5.979 |
5.927 |
6.646 |
7.490 |
7.396 |
7.146 |
7.083 |
8.198 |
9.115 |
|
5.074 |
5.286 |
5.406 |
5.754 |
6.218 |
6.593 |
6.731 |
6.958 |
7.199 |
7.524 |
|
Month |
1980 |
1981 |
1982 |
1983 |
1984 |
1985 |
1986 |
1987 |
1988 |
1989 |
10.000 |
11.875 |
13.500 |
10.500 |
11.750 |
11.500 |
9.125 |
7.500 |
8.875 |
9.250 |
|
10.750 |
12.125 |
13.750 |
10.875 |
11.500 |
11.125 |
9.250 |
7.375 |
8.250 |
9.000 |
|
12.375 |
12.875 |
13.625 |
10.375 |
11.875 |
11.875 |
8.375 |
7.375 |
8.125 |
9.375 |
|
12.250 |
12.500 |
13.625 |
10.625 |
12.375 |
11.625 |
7.625 |
7.625 |
8.625 |
9.375 |
|
10.375 |
13.500 |
13.250 |
10.250 |
12.625 |
11.375 |
7.625 |
8.375 |
8.875 |
9.125 |
|
9.750 |
13.000 |
13.250 |
10.750 |
13.750 |
10.375 |
8.375 |
8.625 |
9.250 |
8.750 |
|
9.625 |
13.250 |
13.875 |
10.875 |
13.750 |
10.250 |
7.750 |
8.500 |
8.875 |
8.250 |
|
10.125 |
14.000 |
13.250 |
11.750 |
12.875 |
10.625 |
7.750 |
8.750 |
9.125 |
7.875 |
|
11.125 |
14.875 |
12.250 |
11.875 |
12.750 |
10.375 |
7.250 |
9.000 |
9.250 |
8.375 |
|
11.500 |
15.250 |
11.625 |
11.375 |
12.375 |
10.375 |
7.750 |
9.625 |
8.875 |
8.500 |
|
12.000 |
14.250 |
10.625 |
11.625 |
11.625 |
10.125 |
7.625 |
9.000 |
8.625 |
8.000 |
|
12.125 |
12.500 |
10.750 |
11.500 |
11.500 |
9.750 |
7.375 |
9.000 |
9.125 |
8.000 |
|
11.000 |
13.333 |
12.781 |
11.031 |
12.396 |
10.781 |
7.990 |
8.396 |
8.823 |
8.656 |
|
8.568 |
9.947 |
11.178 |
10.768 |
11.601 |
11.213 |
11.091 |
10.063 |
9.773 |
9.572 |
|
Month |
1990 |
1991 |
1992 |
1993 |
1994 |
1995 |
1996 |
1997 |
1998 |
1999 |
8.125 |
8.125 |
6.875 |
6.875 |
6.000 |
8.000 |
5.875 |
6.625 |
6.000 |
5.000 |
|
8.500 |
8.125 |
7.250 |
6.500 |
5.750 |
7.750 |
5.875 |
6.625 |
5.750 |
5.000 |
|
8.625 |
8.125 |
7.375 |
6.250 |
6.250 |
7.375 |
6.375 |
6.750 |
5.875 |
5.625 |
|
8.750 |
8.125 |
7.625 |
6.250 |
6.875 |
7.375 |
6.625 |
7.125 |
6.000 |
5.625 |
|
9.125 |
8.125 |
7.625 |
6.125 |
7.125 |
7.250 |
6.875 |
6.875 |
6.000 |
5.625 |
|
8.750 |
8.125 |
7.375 |
6.250 |
7.250 |
6.500 |
7.000 |
6.875 |
5.875 |
6.000 |
|
8.500 |
8.250 |
7.125 |
5.875 |
7.375 |
6.500 |
6.875 |
6.750 |
5.750 |
6.125 |
|
8.375 |
8.250 |
6.750 |
5.875 |
7.125 |
6.625 |
6.875 |
6.250 |
5.750 |
6.250 |
|
8.875 |
7.875 |
6.625 |
5.625 |
7.250 |
6.500 |
7.125 |
6.625 |
5.375 |
6.250 |
|
8.875 |
7.500 |
6.500 |
5.625 |
7.750 |
6.375 |
6.875 |
6.375 |
4.875 |
6.250 |
|
8.625 |
7.500 |
6.875 |
5.625 |
7.875 |
6.250 |
6.500 |
6.125 |
5.125 |
6.250 |
|
8.375 |
7.375 |
7.000 |
5.875 |
8.000 |
6.000 |
6.250 |
6.125 |
5.125 |
6.375 |
|
8.625 |
7.958 |
7.083 |
6.063 |
7.052 |
6.875 |
6.594 |
6.594 |
5.625 |
5.865 |
|
9.324 |
9.090 |
8.744 |
8.322 |
8.040 |
7.846 |
7.615 |
7.500 |
7.228 |
6.948 |
|
Month |
2000 |
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
2008 |
2009 |
6.625 |
5.375 |
6.000 |
6.125 |
6.125 |
6.125 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.750 |
5.500 |
6.000 |
6.000 |
6.125 |
6.125 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.500 |
5.500 |
6.000 |
6.000 |
6.125 |
6.125 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.250 |
5.250 |
6.000 |
6.000 |
6.125 |
6.125 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.375 |
5.375 |
6.000 |
6.000 |
6.125 |
6.125 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.500 |
5.500 |
6.000 |
6.000 |
6.125 |
6.250 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.250 |
5.625 |
6.000 |
6.000 |
6.125 |
6.250 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.125 |
5.750 |
6.000 |
6.000 |
6.125 |
6.250 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.000 |
5.750 |
6.000 |
6.000 |
6.125 |
6.250 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.000 |
5.875 |
6.000 |
6.000 |
6.250 |
6.125 |
6.250 |
6.250 |
6.250 |
6.250 |
|
5.875 |
6.000 |
6.000 |
6.000 |
6.250 |
6.250 |
6.250 |
6.250 |
6.250 |
6.250 |
|
5.625 |
6.000 |
6.000 |
6.000 |
6.250 |
6.250 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.240 |
5.625 |
6.000 |
6.010 |
6.156 |
6.188 |
6.250 |
6.250 |
6.250 |
6.250 |
|
6.851 |
6.634 |
6.488 |
6.398 |
6.341 |
6.321 |
6.313 |
6.310 |
6.315 |
6.319 |
1 Nominal rates for 2010 (not shown) are same as 2009. OASDI effective rate estimated to be 6.322 percent. |
· Historical nominal interest rates from unpublished monthly report, Department of the Treasury; future rates projected by Office of the Chief Actuary. These rates apply only to new investments for the month shown. The average nominal interest rate is the average of the 12 monthly rates.
· Historical effective interest rates based on Social Security administrative records; projected rates earned by the combined OASI and DI Trust Funds are based on a dollar-weighted rate of return over 6-month periods.
Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.
List of Studies
December 26, 2001