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Table II.F6. - Comparison of Income Rates and Cost Rates, by Trust Fund, Selected Calendar Years 1950-95, and Estimated Rates by Alternative, Calendar Years 1996-2005
[As a percentage of taxable payroll]
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OASI Trust Fund DI Trust Fund OASI and DI, combined
-------------------- -------------------- ---------------------
Calendar Income Cost Bal- Income Cost Bal- Income Cost Bal-
year rate rate ance rate rate ance rate rate ance
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Historical data:
1950.. 3.00 1.17 1.83 -- -- -- 3.00 1.17 1.83
1955.. 4.00 3.34 .66 -- -- -- 4.00 3.34 .66
1960.. 5.50 5.59 -.09 0.50 0.30 0.20 6.00 5.89 .11
1965.. 6.75 7.23 -.48 .50 .70 -.20 7.25 7.93 -.68
1970.. 7.30 7.32 -.02 1.10 .81 .29 8.40 8.12 .28
1975.. 8.75 9.29 -.54 1.15 1.36 -.21 9.90 10.65 -.75
1980.. 9.04 9.36 -.32 1.12 1.38 -.26 10.16 10.74 -.58
1985.. 1/ 10.71 9.94 .78 1/ 1.07 1.13 -.06 1/ 11.79 11.07 .72
1990.. 1/ 11.32 9.66 1.66 1/ 1.17 1.09 .09 1/ 12.49 10.75 1.74
1991.. 11.44 10.15 1.29 1.21 1.18 .03 12.65 11.33 1.32
1992 2/ 11.43 10.27 1.16 1.21 1.27 -.06 12.64 11.54 1.10
1993 2/ 11.40 10.35 1.06 1.21 1.35 -.14 12.61 11.70 .92
1994 2/ 10.70 10.22 .48 1.89 1.40 .49 12.59 11.62 .97
1995 2/ 1/ 10.70 10.20 .51 1/ 1.88 1.44 .44 1/ 12.59 11.64 .95
Intermediate:
1996.. 10.73 10.15 .58 1.89 1.49 .40 12.63 11.64 .98
1997.. 10.92 10.15 .77 1.71 1.54 .17 12.63 11.69 .94
1998.. 10.92 10.13 .79 1.71 1.58 .13 12.63 11.72 .92
1999.. 10.93 10.14 .78 1.71 1.63 .08 12.64 11.77 .87
2000.. 1/ 10.83 10.15 .68 1/ 1.81 1.68 .13 1/ 12.65 11.84 .81
2001.. 10.84 10.16 .68 1.82 1.73 .09 12.65 11.89 .76
2002.. 10.84 10.16 .68 1.82 1.77 .04 12.66 11.93 .72
2003.. 10.84 10.15 .69 1.82 1.82 -.01 12.66 11.97 .69
2004.. 10.85 10.15 .70 1.82 1.88 -.06 12.67 12.03 .64
2005.. 10.85 10.14 .71 1.82 1.93 -.11 12.67 12.07 .61
Low Cost:
1996.. 10.73 10.06 .67 1.89 1.46 .43 12.62 11.52 1.10
1997.. 10.91 9.90 1.01 1.71 1.46 .25 12.62 11.36 1.26
1998.. 10.91 9.74 1.17 1.71 1.46 .25 12.62 11.20 1.42
1999.. 10.91 9.60 1.32 1.71 1.47 .25 12.63 11.06 1.56
2000.. 1/ 10.80 9.46 1.33 1/ 1.81 1.48 .34 1/ 12.61 10.94 1.67
2001.. 10.82 9.36 1.46 1.81 1.49 .33 12.63 10.85 1.78
2002.. 10.82 9.26 1.56 1.81 1.49 .32 12.63 10.76 1.88
2003.. 10.82 9.18 1.64 1.81 1.51 .30 12.64 10.69 1.94
2004.. 10.82 9.10 1.72 1.81 1.53 .28 12.64 10.63 2.01
2005.. 10.83 9.03 1.80 1.82 1.55 .26 12.64 10.58 2.06
High Cost:
1996.. 10.74 10.31 .43 1.89 1.54 .36 12.63 11.85 .78
1997.. 10.92 10.53 .40 1.71 1.65 .06 12.64 12.18 .46
1998.. 10.93 10.39 .53 1.71 1.70 .01 12.64 12.09 .55
1999.. 10.94 10.69 .24 1.72 1.82 -.11 12.65 12.52 .14
2000.. 1/ 10.89 11.06 -.17 1/ 1.82 1.97 -.15 1/ 12.70 13.03 -.32
2001.. 10.86 11.07 -.22 1.82 2.05 -.23 12.68 13.12 -.44
2002.. 10.86 11.11 -.25 1.82 2.13 -.31 12.68 13.24 -.56
2003.. 10.87 11.17 -.30 1.82 2.22 -.39 12.69 13.38 -.69
2004.. 10.88 11.25 -.37 1.82 2.31 -.49 12.70 13.56 -.86
2005.. 10.88 11.33 -.44 1.82 2.40 -.57 12.71 13.72 -1.02
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1/ Income rates for 1985, 1990, 1995, and 2000 are modified to include adjust-
ments to the lump-sum payments received in 1983 from the general fund of the
Treasury for the cost of noncontributory wage credits for military service in
1940-56.
2/ Figures shown are preliminary.
Notes:
1. The income rate excludes interest income and certain transfers from the
general fund of the Treasury.
2. Totals do not necessarily equal the sums of rounded components.
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