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Detailed Single Year Tables

Updated May 3, 2006  

Description of Proposed Provision:
Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 3 percent real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds

Estimates based on the intermediate assumptions of the 2005 Trustees Report

Financial Estimates for the OASDI Trust Fund Program
  Percentage of taxable payroll

Trust fund
ratio as of
January 1
Calendar
year
Cost
rate
Income
rate
Annual
balance
 
200511.1312.721.59 320
200611.0012.731.73 337
200710.9512.741.79 355
200810.9912.781.80 370
200911.1312.771.65 383
201011.2512.791.54 394
201111.4212.841.42 404
201211.6712.871.20 410
201311.9312.900.97 415
201412.2112.920.71 417
201512.4912.940.45 418
201612.7912.960.17 416
201713.0912.98-0.12 412
201813.4013.00-0.40 407
201913.7113.01-0.69 401
202014.0313.03-1.00 393
202114.3413.05-1.29 383
202214.6513.07-1.58 372
202314.9513.09-1.87 360
202415.2513.11-2.15 346
202515.5513.12-2.42 332
202615.8313.14-2.69 316
202716.1013.16-2.94 299
202816.3413.17-3.16 282
202916.5513.19-3.36 264
203016.7413.20-3.54 245
203116.9213.21-3.71 225
203217.0813.22-3.86 205
203317.2013.23-3.97 185
203417.3013.24-4.06 164
203517.3713.24-4.13 143
203617.4413.25-4.18 121
203717.4813.25-4.22 99
203817.5013.26-4.24 77
203917.5113.26-4.25 54
204017.5213.26-4.26 31
204117.5213.26-4.26 7
204217.5313.27-4.27 ----
204317.5413.27-4.27 ----
204417.5413.27-4.27 ----
204517.5513.27-4.28 ----
204617.5613.27-4.29 ----
204717.5813.27-4.31 ----
204817.6013.28-4.32 ----
204917.6213.28-4.34 ----
205017.6413.28-4.36 ----
205117.6813.28-4.39 ----
205217.7113.29-4.43 ----
205317.7513.29-4.47 ----
205417.8013.29-4.51 ----
205517.8413.30-4.55 ----
205617.8913.30-4.60 ----
205717.9513.30-4.65 ----
205818.0013.31-4.69 ----
205918.0513.31-4.74 ----
206018.1013.31-4.79 ----
206118.1613.32-4.84 ----
206218.2213.32-4.90 ----
206318.2813.32-4.95 ----
206418.3413.33-5.01 ----
206518.4013.33-5.07 ----
206618.4613.34-5.12 ----
206718.5213.34-5.18 ----
206818.5713.34-5.23 ----
206918.6313.35-5.28 ----
207018.6713.35-5.32 ----
207118.7213.35-5.37 ----
207218.7713.36-5.41 ----
207318.8113.36-5.45 ----
207418.8513.36-5.49 ----
207518.9013.36-5.53 ----
207618.9413.37-5.58 ----
207718.9913.37-5.62 ----
207819.0313.37-5.66 ----
207919.0813.37-5.70 ----
208019.1213.38-5.75 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
2005-2079 15.79% 13.87% -1.91%
0%

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