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Detailed Single Year Tables

Updated May 3, 2006  

Description of Proposed Provision:
Increase the number of years used to calculate benefits for retirees and survivors (but not for disabled workers) from 35 to 40, phased in 2006-2014

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
200611.0012.731.73 338
200710.9412.741.80 355
200810.9812.781.81 371
200911.1112.771.66 383
201011.2212.791.57 396
201111.3712.841.47 406
201211.6012.871.27 414
201311.8412.901.06 420
201412.0912.910.82 423
201512.3412.930.59 426
201612.6012.950.35 426
201712.8712.970.09 425
201813.1412.98-0.16 422
201913.4213.00-0.42 418
202013.7113.02-0.69 412
202113.9913.03-0.95 405
202214.2713.05-1.22 397
202314.5413.07-1.47 387
202414.8113.08-1.73 377
202515.0813.10-1.98 365
202615.3413.12-2.23 352
202715.5813.13-2.45 338
202815.8013.14-2.65 323
202915.9913.16-2.83 308
203016.1713.17-3.00 292
203116.3313.18-3.15 276
203216.4713.19-3.28 259
203316.5813.20-3.38 241
203416.6613.21-3.45 224
203516.7213.21-3.51 206
203616.7813.22-3.56 188
203716.8113.22-3.59 170
203816.8313.22-3.61 151
203916.8313.22-3.61 132
204016.8313.23-3.61 113
204116.8313.23-3.61 93
204216.8413.23-3.61 74
204316.8413.23-3.61 54
204416.8413.23-3.61 33
204516.8413.23-3.61 12
204616.8613.23-3.62 ----
204716.8713.24-3.63 ----
204816.8813.24-3.65 ----
204916.9013.24-3.66 ----
205016.9313.24-3.68 ----
205116.9613.24-3.71 ----
205216.9913.25-3.75 ----
205317.0313.25-3.78 ----
205417.0713.25-3.82 ----
205517.1113.26-3.86 ----
205617.1613.26-3.90 ----
205717.2113.26-3.95 ----
205817.2713.27-4.00 ----
205917.3113.27-4.04 ----
206017.3613.27-4.09 ----
206117.4213.28-4.14 ----
206217.4713.28-4.19 ----
206317.5313.28-4.25 ----
206417.5913.29-4.30 ----
206517.6513.29-4.35 ----
206617.7013.30-4.41 ----
206717.7613.30-4.46 ----
206817.8213.30-4.51 ----
206917.8713.31-4.56 ----
207017.9113.31-4.60 ----
207117.9613.31-4.65 ----
207218.0013.31-4.69 ----
207318.0513.32-4.73 ----
207418.0913.32-4.77 ----
207518.1313.32-4.81 ----
207618.1713.32-4.85 ----
207718.2213.33-4.89 ----
207818.2613.33-4.93 ----
207918.3013.33-4.97 ----
208018.3513.34-5.01 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
2005-2079 15.31% 13.84% -1.45%
0.46%

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