2003 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 (1990-2002) and the long-range projection period (2003-2080). 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%
|
9.46%
|
1.72%
|
1.42%
|
1999
|
10.99%
|
9.09%
|
1.72%
|
1.42%
|
2000
|
10.89%
|
9.02%
|
1.80%
|
1.43%
|
2001
|
10.89%
|
9.14%
|
1.82%
|
1.49%
|
2002
|
10.92%
|
9.34%
|
1.82%
|
1.61%
|
Projected rates
Calendar year
|
OASI income rates (II)
|
OASI cost rates
|
DI income rates (II)
|
DI cost rates
|
I
|
II
|
III
|
I
|
II
|
III
|
2003
|
10.88%
|
9.14%
|
9.22%
|
9.44%
|
1.82%
|
1.62%
|
1.67%
|
1.77%
|
2004
|
10.87%
|
8.96%
|
9.08%
|
9.26%
|
1.82%
|
1.65%
|
1.74%
|
1.88%
|
2005
|
10.88%
|
8.80%
|
8.96%
|
9.12%
|
1.82%
|
1.66%
|
1.77%
|
1.95%
|
2006
|
10.88%
|
8.67%
|
8.88%
|
9.24%
|
1.82%
|
1.63%
|
1.77%
|
2.01%
|
2007
|
10.89%
|
8.60%
|
8.87%
|
9.44%
|
1.82%
|
1.63%
|
1.80%
|
2.11%
|
2008
|
10.91%
|
8.56%
|
8.90%
|
9.47%
|
1.83%
|
1.63%
|
1.83%
|
2.15%
|
2009
|
10.92%
|
8.56%
|
8.97%
|
9.62%
|
1.83%
|
1.63%
|
1.87%
|
2.22%
|
2010
|
10.93%
|
8.60%
|
9.08%
|
9.77%
|
1.83%
|
1.63%
|
1.90%
|
2.27%
|
2011
|
10.97%
|
8.67%
|
9.23%
|
9.98%
|
1.83%
|
1.63%
|
1.93%
|
2.33%
|
2012
|
10.99%
|
8.79%
|
9.41%
|
10.22%
|
1.84%
|
1.63%
|
1.96%
|
2.38%
|
2013
|
11.00%
|
8.97%
|
9.65%
|
10.49%
|
1.84%
|
1.65%
|
1.98%
|
2.38%
|
2014
|
11.02%
|
9.18%
|
9.90%
|
10.79%
|
1.84%
|
1.66%
|
1.99%
|
2.39%
|
2015
|
11.04%
|
9.39%
|
10.17%
|
11.11%
|
1.84%
|
1.68%
|
2.01%
|
2.41%
|
2016
|
11.06%
|
9.64%
|
10.48%
|
11.46%
|
1.84%
|
1.70%
|
2.03%
|
2.43%
|
2017
|
11.08%
|
9.90%
|
10.80%
|
11.83%
|
1.84%
|
1.71%
|
2.05%
|
2.45%
|
2018
|
11.10%
|
10.18%
|
11.13%
|
12.22%
|
1.85%
|
1.73%
|
2.07%
|
2.47%
|
2019
|
11.12%
|
10.45%
|
11.46%
|
12.60%
|
1.85%
|
1.75%
|
2.09%
|
2.50%
|
2020
|
11.14%
|
10.74%
|
11.81%
|
13.01%
|
1.85%
|
1.76%
|
2.11%
|
2.52%
|
2021
|
11.16%
|
11.03%
|
12.16%
|
13.42%
|
1.85%
|
1.78%
|
2.14%
|
2.55%
|
2022
|
11.18%
|
11.29%
|
12.48%
|
13.80%
|
1.85%
|
1.80%
|
2.18%
|
2.60%
|
2023
|
11.20%
|
11.51%
|
12.77%
|
14.15%
|
1.85%
|
1.82%
|
2.22%
|
2.67%
|
2024
|
11.22%
|
11.72%
|
13.05%
|
14.50%
|
1.85%
|
1.83%
|
2.26%
|
2.74%
|
2025
|
11.24%
|
11.92%
|
13.31%
|
14.84%
|
1.85%
|
1.84%
|
2.30%
|
2.81%
|
2026
|
11.25%
|
12.11%
|
13.56%
|
15.17%
|
1.86%
|
1.85%
|
2.34%
|
2.88%
|
2027
|
11.27%
|
12.30%
|
13.82%
|
15.51%
|
1.86%
|
1.85%
|
2.36%
|
2.92%
|
2028
|
11.29%
|
12.48%
|
14.08%
|
15.85%
|
1.86%
|
1.84%
|
2.36%
|
2.94%
|
2029
|
11.30%
|
12.64%
|
14.31%
|
16.18%
|
1.86%
|
1.82%
|
2.36%
|
2.96%
|
2030
|
11.32%
|
12.77%
|
14.52%
|
16.48%
|
1.86%
|
1.81%
|
2.36%
|
2.97%
|
2031
|
11.33%
|
12.88%
|
14.70%
|
16.75%
|
1.86%
|
1.80%
|
2.35%
|
2.98%
|
2032
|
11.34%
|
12.96%
|
14.86%
|
17.01%
|
1.86%
|
1.79%
|
2.35%
|
2.99%
|
2033
|
11.35%
|
13.02%
|
14.99%
|
17.23%
|
1.86%
|
1.78%
|
2.36%
|
3.01%
|
2034
|
11.36%
|
13.05%
|
15.09%
|
17.44%
|
1.86%
|
1.78%
|
2.36%
|
3.03%
|
2035
|
11.37%
|
13.06%
|
15.17%
|
17.62%
|
1.86%
|
1.78%
|
2.37%
|
3.05%
|
2036
|
11.38%
|
13.05%
|
15.23%
|
17.78%
|
1.86%
|
1.78%
|
2.38%
|
3.07%
|
2037
|
11.38%
|
13.02%
|
15.27%
|
17.92%
|
1.86%
|
1.78%
|
2.39%
|
3.10%
|
2038
|
11.39%
|
12.99%
|
15.30%
|
18.05%
|
1.86%
|
1.78%
|
2.40%
|
3.12%
|
2039
|
11.39%
|
12.94%
|
15.32%
|
18.17%
|
1.86%
|
1.79%
|
2.42%
|
3.15%
|
2040
|
11.39%
|
12.89%
|
15.32%
|
18.28%
|
1.86%
|
1.79%
|
2.43%
|
3.18%
|
2041
|
11.40%
|
12.83%
|
15.33%
|
18.39%
|
1.86%
|
1.80%
|
2.45%
|
3.22%
|
2042
|
11.40%
|
12.78%
|
15.34%
|
18.49%
|
1.86%
|
1.81%
|
2.47%
|
3.25%
|
2043
|
11.40%
|
12.74%
|
15.35%
|
18.60%
|
1.86%
|
1.82%
|
2.49%
|
3.29%
|
2044
|
11.40%
|
12.69%
|
15.36%
|
18.72%
|
1.87%
|
1.82%
|
2.51%
|
3.32%
|
2045
|
11.41%
|
12.66%
|
15.38%
|
18.84%
|
1.87%
|
1.83%
|
2.52%
|
3.36%
|
2046
|
11.41%
|
12.63%
|
15.41%
|
18.98%
|
1.87%
|
1.84%
|
2.54%
|
3.39%
|
2047
|
11.42%
|
12.62%
|
15.45%
|
19.12%
|
1.87%
|
1.84%
|
2.55%
|
3.42%
|
2048
|
11.42%
|
12.60%
|
15.50%
|
19.27%
|
1.87%
|
1.84%
|
2.56%
|
3.45%
|
2049
|
11.42%
|
12.60%
|
15.55%
|
19.42%
|
1.87%
|
1.84%
|
2.57%
|
3.47%
|
2050
|
11.43%
|
12.60%
|
15.61%
|
19.59%
|
1.87%
|
1.84%
|
2.58%
|
3.49%
|
2051
|
11.43%
|
12.61%
|
15.68%
|
19.77%
|
1.87%
|
1.84%
|
2.58%
|
3.50%
|
2052
|
11.44%
|
12.62%
|
15.75%
|
19.96%
|
1.87%
|
1.84%
|
2.58%
|
3.52%
|
2053
|
11.44%
|
12.63%
|
15.82%
|
20.14%
|
1.87%
|
1.83%
|
2.59%
|
3.54%
|
2054
|
11.45%
|
12.64%
|
15.90%
|
20.33%
|
1.87%
|
1.83%
|
2.59%
|
3.55%
|
2055
|
11.46%
|
12.65%
|
15.97%
|
20.52%
|
1.87%
|
1.83%
|
2.59%
|
3.56%
|
2056
|
11.46%
|
12.67%
|
16.05%
|
20.72%
|
1.87%
|
1.82%
|
2.59%
|
3.57%
|
2057
|
11.47%
|
12.67%
|
16.13%
|
20.91%
|
1.87%
|
1.82%
|
2.58%
|
3.57%
|
2058
|
11.47%
|
12.67%
|
16.19%
|
21.11%
|
1.87%
|
1.81%
|
2.58%
|
3.57%
|
2059
|
11.48%
|
12.67%
|
16.26%
|
21.30%
|
1.87%
|
1.80%
|
2.57%
|
3.57%
|
2060
|
11.48%
|
12.65%
|
16.31%
|
21.48%
|
1.87%
|
1.80%
|
2.57%
|
3.57%
|
2061
|
11.48%
|
12.63%
|
16.36%
|
21.67%
|
1.87%
|
1.80%
|
2.57%
|
3.58%
|
2062
|
11.49%
|
12.61%
|
16.41%
|
21.86%
|
1.87%
|
1.80%
|
2.57%
|
3.59%
|
2063
|
11.49%
|
12.59%
|
16.46%
|
22.05%
|
1.87%
|
1.80%
|
2.58%
|
3.60%
|
2064
|
11.49%
|
12.56%
|
16.51%
|
22.24%
|
1.87%
|
1.80%
|
2.59%
|
3.62%
|
2065
|
11.50%
|
12.53%
|
16.56%
|
22.43%
|
1.87%
|
1.80%
|
2.59%
|
3.63%
|
2066
|
11.50%
|
12.51%
|
16.61%
|
22.63%
|
1.87%
|
1.81%
|
2.60%
|
3.65%
|
2067
|
11.51%
|
12.48%
|
16.67%
|
22.84%
|
1.87%
|
1.81%
|
2.61%
|
3.66%
|
2068
|
11.51%
|
12.47%
|
16.73%
|
23.05%
|
1.87%
|
1.82%
|
2.61%
|
3.66%
|
2069
|
11.51%
|
12.45%
|
16.79%
|
23.26%
|
1.87%
|
1.82%
|
2.62%
|
3.67%
|
2070
|
11.52%
|
12.44%
|
16.85%
|
23.47%
|
1.87%
|
1.82%
|
2.62%
|
3.67%
|
2071
|
11.52%
|
12.43%
|
16.91%
|
23.69%
|
1.87%
|
1.83%
|
2.63%
|
3.67%
|
2072
|
11.52%
|
12.42%
|
16.97%
|
23.89%
|
1.87%
|
1.83%
|
2.63%
|
3.68%
|
2073
|
11.53%
|
12.42%
|
17.03%
|
24.10%
|
1.87%
|
1.83%
|
2.63%
|
3.68%
|
2074
|
11.53%
|
12.42%
|
17.09%
|
24.30%
|
1.87%
|
1.84%
|
2.64%
|
3.68%
|
2075
|
11.54%
|
12.42%
|
17.15%
|
24.50%
|
1.87%
|
1.84%
|
2.64%
|
3.69%
|
2076
|
11.54%
|
12.43%
|
17.21%
|
24.69%
|
1.87%
|
1.84%
|
2.64%
|
3.69%
|
2077
|
11.54%
|
12.44%
|
17.27%
|
24.87%
|
1.87%
|
1.84%
|
2.64%
|
3.69%
|
2078
|
11.55%
|
12.45%
|
17.33%
|
25.05%
|
1.87%
|
1.84%
|
2.64%
|
3.69%
|
2079
|
11.55%
|
12.46%
|
17.39%
|
25.23%
|
1.87%
|
1.85%
|
2.64%
|
3.69%
|
2080
|
11.55%
|
12.48%
|
17.45%
|
25.39%
|
1.87%
|
1.85%
|
2.65%
|
3.69%
|
RETURN TO TRUSTEES REPORT.