2009 OASDI Trustees Report


 
2009 Trustees Report

The following tables present the plot points for Figure IV.B1--OASI and DI Trust Fund income rates and cost rates (as a percentage of taxable payroll) on a calendar year basis for the historical period (1990-2008) and the long-range projection period (2009-2085). In the projection period, cost rates are shown under all three sets of assumptions. Only alternative II income rates are shown because of the small difference among the three alter­natives.
 
 
Historical rates
Calendar
year
OASI
DI
Income rates
Cost rates
Income rates
Cost rates
1990
11.32%
9.66%
1.17%
1.09%
1991
11.44%
10.15%
1.21%
1.18%
1992
11.43%
10.27%
1.21%
1.27%
1993
11.40%
10.37%
1.21%
1.35%
1994
10.70%
10.22%
1.89%
1.40%
1995
10.70%
10.22%
1.88%
1.44%
1996
10.73%
10.06%
1.89%
1.48%
1997
10.93%
9.83%
1.71%
1.44%
1998
10.96%
9.45%
1.72%
1.42%
1999
10.99%
9.10%
1.72%
1.42%
2000
10.89%
8.98%
1.80%
1.42%
2001
10.89%
9.08%
1.82%
1.48%
2002
10.91%
9.29%
1.82%
1.60%
2003
10.89%
9.35%
1.82%
1.68%
2004
10.92%
9.28%
1.82%
1.78%
2005
10.88%
9.31%
1.82%
1.85%
2006
10.91%
9.17%
1.82%
1.88%
2007
10.93%
9.44%
1.83%
1.88%
2008
10.88%
9.40%
1.82%
1.98%
 
 
Projected rates


Calendar
year
OASI
income
rates
(II)
OASI
cost rates
DI
income
rates
(II)
DI
cost rates

I

II

III

I

II

III
2009
10.99%
10.07%
10.17%
10.20%
1.84%
2.12%
2.18%
2.23%
2010
11.02%
10.10%
10.24%
10.32%
1.85%
2.15%
2.26%
2.35%
2011
11.02%
9.97%
10.13%
10.18%
1.85%
2.10%
2.24%
2.35%
2012
11.02%
9.87%
10.04%
10.44%
1.85%
2.02%
2.20%
2.41%
2013
11.05%
9.78%
10.21%
10.78%
1.85%
1.92%
2.17%
2.46%
2014
11.07%
9.98%
10.46%
11.17%
1.85%
1.89%
2.16%
2.51%
2015
11.09%
10.16%
10.72%
11.53%
1.85%
1.86%
2.16%
2.55%
2016
11.11%
10.37%
11.01%
11.88%
1.85%
1.84%
2.17%
2.57%
2017
11.13%
10.58%
11.31%
12.22%
1.86%
1.83%
2.18%
2.59%
2018
11.14%
10.80%
11.63%
12.64%
1.86%
1.81%
2.19%
2.62%
2019
11.16%
11.05%
11.96%
13.03%
1.86%
1.80%
2.20%
2.65%
2020
11.18%
11.30%
12.29%
13.43%
1.86%
1.79%
2.21%
2.68%
2021
11.20%
11.52%
12.58%
13.79%
1.86%
1.79%
2.22%
2.71%
2022
11.22%
11.72%
12.85%
14.14%
1.86%
1.79%
2.25%
2.75%
2023
11.24%
11.91%
13.10%
14.46%
1.86%
1.80%
2.26%
2.78%
2024
11.25%
12.08%
13.35%
14.78%
1.86%
1.80%
2.28%
2.81%
2025
11.27%
12.25%
13.57%
15.07%
1.86%
1.80%
2.29%
2.83%
2026
11.28%
12.39%
13.78%
15.35%
1.86%
1.80%
2.30%
2.85%
2027
11.30%
12.54%
13.98%
15.63%
1.86%
1.79%
2.30%
2.85%
2028
11.31%
12.68%
14.19%
15.90%
1.86%
1.77%
2.28%
2.83%
2029
11.33%
12.79%
14.36%
16.17%
1.86%
1.74%
2.26%
2.82%
2030
11.34%
12.88%
14.52%
16.41%
1.86%
1.71%
2.24%
2.81%
2031
11.35%
12.95%
14.65%
16.64%
1.86%
1.68%
2.22%
2.80%
2032
11.36%
12.99%
14.76%
16.83%
1.86%
1.66%
2.20%
2.80%
2033
11.37%
13.01%
14.84%
17.00%
1.86%
1.64%
2.19%
2.80%
2034
11.37%
13.01%
14.89%
17.14%
1.86%
1.63%
2.18%
2.80%
2035
11.38%
12.98%
14.92%
17.26%
1.86%
1.61%
2.18%
2.80%
2036
11.38%
12.95%
14.94%
17.36%
1.86%
1.60%
2.17%
2.80%
2037
11.39%
12.90%
14.95%
17.45%
1.86%
1.59%
2.16%
2.80%
2038
11.39%
12.83%
14.93%
17.52%
1.86%
1.58%
2.15%
2.80%
2039
11.39%
12.74%
14.89%
17.57%
1.86%
1.57%
2.15%
2.81%
2040
11.39%
12.64%
14.83%
17.60%
1.86%
1.57%
2.16%
2.82%
2041
11.39%
12.54%
14.78%
17.62%
1.86%
1.56%
2.16%
2.84%
2042
11.39%
12.43%
14.71%
17.63%
1.86%
1.56%
2.17%
2.86%
2043
11.39%
12.33%
14.65%
17.65%
1.86%
1.56%
2.18%
2.88%
2044
11.39%
12.24%
14.60%
17.67%
1.86%
1.57%
2.19%
2.90%
2045
11.39%
12.15%
14.55%
17.69%
1.86%
1.57%
2.20%
2.93%
2046
11.39%
12.07%
14.51%
17.73%
1.86%
1.57%
2.21%
2.95%
2047
11.39%
11.99%
14.47%
17.77%
1.86%
1.57%
2.21%
2.97%
2048
11.39%
11.92%
14.44%
17.81%
1.86%
1.57%
2.22%
2.99%
2049
11.39%
11.84%
14.40%
17.84%
1.86%
1.57%
2.23%
3.01%
2050
11.39%
11.77%
14.37%
17.89%
1.86%
1.56%
2.24%
3.03%
2051
11.39%
11.71%
14.35%
17.94%
1.86%
1.56%
2.24%
3.05%
2052
11.39%
11.66%
14.34%
18.00%
1.86%
1.56%
2.25%
3.07%
2053
11.39%
11.61%
14.33%
18.07%
1.86%
1.56%
2.26%
3.09%
2054
11.39%
11.57%
14.34%
18.15%
1.86%
1.56%
2.26%
3.11%
2055
11.39%
11.54%
14.35%
18.25%
1.86%
1.56%
2.27%
3.12%
2056
11.40%
11.51%
14.37%
18.35%
1.86%
1.55%
2.27%
3.13%
2057
11.40%
11.48%
14.39%
18.46%
1.86%
1.55%
2.27%
3.14%
2058
11.40%
11.46%
14.42%
18.58%
1.86%
1.55%
2.26%
3.15%
2059
11.40%
11.43%
14.44%
18.69%
1.86%
1.54%
2.26%
3.15%
2060
11.41%
11.40%
14.46%
18.81%
1.86%
1.54%
2.26%
3.16%
2061
11.41%
11.36%
14.49%
18.93%
1.86%
1.53%
2.26%
3.17%
2062
11.41%
11.33%
14.51%
19.05%
1.86%
1.53%
2.26%
3.18%
2063
11.41%
11.30%
14.53%
19.18%
1.86%
1.53%
2.27%
3.19%
2064
11.42%
11.26%
14.56%
19.31%
1.86%
1.53%
2.27%
3.20%
2065
11.42%
11.23%
14.58%
19.45%
1.86%
1.53%
2.27%
3.21%
2066
11.42%
11.19%
14.61%
19.59%
1.86%
1.53%
2.28%
3.22%
2067
11.42%
11.16%
14.65%
19.74%
1.86%
1.53%
2.28%
3.23%
2068
11.43%
11.13%
14.68%
19.90%
1.87%
1.53%
2.29%
3.24%
2069
11.43%
11.09%
14.71%
20.06%
1.87%
1.53%
2.29%
3.26%
2070
11.43%
11.06%
14.75%
20.22%
1.87%
1.53%
2.30%
3.27%
2071
11.44%
11.03%
14.79%
20.39%
1.87%
1.54%
2.30%
3.27%
2072
11.44%
11.01%
14.83%
20.56%
1.87%
1.54%
2.30%
3.28%
2073
11.44%
10.98%
14.87%
20.74%
1.87%
1.54%
2.31%
3.28%
2074
11.45%
10.96%
14.92%
20.92%
1.87%
1.54%
2.31%
3.28%
2075
11.45%
10.94%
14.96%
21.09%
1.87%
1.55%
2.32%
3.29%
2076
11.45%
10.92%
15.00%
21.27%
1.87%
1.55%
2.32%
3.29%
2077
11.46%
10.91%
15.05%
21.45%
1.87%
1.55%
2.32%
3.29%
2078
11.46%
10.90%
15.10%
21.62%
1.87%
1.55%
2.33%
3.29%
2079
11.46%
10.90%
15.14%
21.78%
1.87%
1.56%
2.33%
3.29%
2080
11.47%
10.90%
15.19%
21.94%
1.87%
1.56%
2.33%
3.29%
2081
11.47%
10.90%
15.24%
22.10%
1.87%
1.56%
2.33%
3.29%
2082
11.47%
10.91%
15.29%
22.26%
1.87%
1.57%
2.34%
3.29%
2083
11.48%
10.92%
15.35%
22.41%
1.87%
1.57%
2.34%
3.29%
2084
11.48%
10.93%
15.40%
22.55%
1.87%
1.57%
2.34%
3.28%
2085
11.48%
10.94%
15.44%
22.69%
1.87%
1.57%
2.34%
3.28%
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