Detailed Single Year Tables

Trust Fund Investment in Equities	Description of Proposed Provision: Gradually invest 15 percent of OASDI trust fund assets in a broad index of equity market securities (such as the Wilshire 5000). Increase the portion in equities by 1.5 percent each year 2009 through 2018. Maintain the percentage at 15 percent thereafter.

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	Trust fund ratio as of January 1
2008	11.20	12.77	1.57	359
2009	11.26	12.81	1.54	369
2010	11.37	12.82	1.46	379
2011	11.53	12.84	1.31	387
2012	11.76	12.87	1.11	393
2013	12.03	12.90	0.87	396
2014	12.32	12.92	0.60	397
2015	12.62	12.94	0.32	397
2016	12.92	12.96	0.04	395
2017	13.24	12.99	-0.25	392
2018	13.54	13.01	-0.53	387
2019	13.84	13.03	-0.81	381
2020	14.14	13.04	-1.09	374
2021	14.42	13.06	-1.36	366
2022	14.69	13.08	-1.61	357
2023	14.95	13.10	-1.85	347
2024	15.20	13.11	-2.08	335
2025	15.43	13.13	-2.30	323
2026	15.65	13.14	-2.51	310
2027	15.87	13.16	-2.71	296
2028	16.07	13.17	-2.90	282
2029	16.25	13.18	-3.07	266
2030	16.41	13.19	-3.21	250
2031	16.54	13.20	-3.34	233
2032	16.66	13.21	-3.44	216
2033	16.74	13.22	-3.52	199
2034	16.80	13.22	-3.58	181
2035	16.84	13.23	-3.61	163
2036	16.87	13.23	-3.64	144
2037	16.88	13.23	-3.65	125
2038	16.87	13.24	-3.64	106
2039	16.85	13.24	-3.61	87
2040	16.81	13.23	-3.58	67
2041	16.78	13.23	-3.54	48
2042	16.74	13.23	-3.50	28
2043	16.70	13.23	-3.46	7
2044	16.66	13.23	-3.43	----
2045	16.62	13.23	-3.39	----
2046	16.59	13.23	-3.36	----
2047	16.57	13.23	-3.34	----
2048	16.55	13.23	-3.32	----
2049	16.53	13.23	-3.30	----
2050	16.52	13.23	-3.29	----
2051	16.52	13.23	-3.29	----
2052	16.52	13.23	-3.29	----
2053	16.53	13.23	-3.30	----
2054	16.55	13.23	-3.31	----
2055	16.57	13.23	-3.33	----
2056	16.59	13.24	-3.35	----
2057	16.62	13.24	-3.38	----
2058	16.64	13.24	-3.40	----
2059	16.66	13.24	-3.42	----
2060	16.69	13.24	-3.44	----
2061	16.71	13.25	-3.47	----
2062	16.74	13.25	-3.49	----
2063	16.77	13.25	-3.52	----
2064	16.79	13.25	-3.54	----
2065	16.82	13.25	-3.57	----
2066	16.85	13.26	-3.60	----
2067	16.89	13.26	-3.63	----
2068	16.92	13.26	-3.66	----
2069	16.95	13.26	-3.69	----
2070	16.99	13.26	-3.72	----
2071	17.03	13.27	-3.76	----
2072	17.06	13.27	-3.79	----
2073	17.10	13.27	-3.83	----
2074	17.14	13.27	-3.87	----
2075	17.18	13.28	-3.91	----
2076	17.23	13.28	-3.95	----
2077	17.27	13.28	-3.99	----
2078	17.31	13.28	-4.03	----
2079	17.36	13.29	-4.07	----
2080	17.41	13.29	-4.12	----
2081	17.45	13.29	-4.16	----
2082	17.50	13.29	-4.20	----
2083	17.54	13.30	-4.25	----
2084	17.59	13.30	-4.29	----
2085	17.63	13.30	-4.33	----

Summarized Rates
Years	Cost rate	Income rate	Actuarial balance	Change in actuarial balance

Estimates based on the Intermediate Assumptions of the 2008 Trustees Report
2008-2082	15.45%	14.04%	-1.41%	0.29%


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Detailed Single Year Tables

Description of Proposed Provision: Gradually invest 15 percent of OASDI trust fund assets in a broad index of equity market securities (such as the Wilshire 5000). Increase the portion in equities by 1.5 percent each year 2009 through 2018. Maintain the percentage at 15 percent thereafter.

Description of Proposed Provision:
Gradually invest 15 percent of OASDI trust fund assets in a broad index of equity market securities (such as the Wilshire 5000). Increase the portion in equities by 1.5 percent each year 2009 through 2018. Maintain the percentage at 15 percent thereafter.