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Detailed Single Year Tables

Description of Proposed Provision:
For all individuals becoming eligible for OASDI benefits in 2009 and later, use a modified primary insurance amount (PIA) formula. The modified formula would increase the first bend point to $800 in 2009. Also, a new bend point would be placed between the reset first bend point and the current-law second bend point. The new bend point would be equal to the reset first bend point plus 75 percent of the difference between the bend points. The PIA formula factor between the new bend point and the upper bend point would be lowered from 32% to 20%. The PIA formula factor above the upper bend point would be lowered from 15% to 10%.

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
 
200811.2012.771.57 359
200911.2612.811.55 369
201011.3512.821.47 379
201111.5012.841.34 388
201211.7112.871.15 394
201311.9612.900.94 397
201412.2212.910.70 399
201512.4812.930.45 399
201612.7612.950.19 398
201713.0512.98-0.07 394
201813.3213.00-0.32 390
201913.5913.01-0.58 384
202013.8713.03-0.84 377
202114.1413.05-1.09 369
202214.3913.07-1.32 360
202314.6313.08-1.55 350
202414.8713.10-1.77 339
202515.0913.11-1.98 327
202615.3013.13-2.18 314
202715.5113.14-2.37 300
202815.7013.15-2.55 286
202915.8713.16-2.71 271
203016.0313.17-2.85 255
203116.1613.18-2.97 239
203216.2713.19-3.08 223
203316.3513.20-3.15 206
203416.4113.20-3.20 189
203516.4413.21-3.24 172
203616.4713.21-3.26 154
203716.4813.21-3.27 137
203816.4813.21-3.26 119
203916.4613.21-3.24 101
204016.4213.21-3.21 83
204116.3913.21-3.18 65
204216.3513.21-3.14 46
204316.3213.21-3.11 28
204416.2813.21-3.07 10
204516.2513.21-3.04 ----
204616.2313.21-3.02 ----
204716.2113.21-3.00 ----
204816.1913.21-2.98 ----
204916.1813.21-2.97 ----
205016.1713.21-2.96 ----
205116.1713.21-2.96 ----
205216.1813.21-2.97 ----
205316.1913.21-2.98 ----
205416.2013.21-2.99 ----
205516.2213.22-3.01 ----
205616.2513.22-3.03 ----
205716.2713.22-3.05 ----
205816.3013.22-3.08 ----
205916.3213.22-3.10 ----
206016.3513.23-3.12 ----
206116.3713.23-3.15 ----
206216.4013.23-3.17 ----
206316.4213.23-3.19 ----
206416.4513.23-3.22 ----
206516.4813.24-3.24 ----
206616.5113.24-3.27 ----
206716.5413.24-3.30 ----
206816.5713.24-3.33 ----
206916.6013.24-3.36 ----
207016.6413.25-3.40 ----
207116.6813.25-3.43 ----
207216.7213.25-3.47 ----
207316.7513.25-3.50 ----
207416.7913.25-3.54 ----
207516.8313.26-3.58 ----
207616.8713.26-3.61 ----
207716.9213.26-3.65 ----
207816.9613.26-3.70 ----
207917.0013.27-3.74 ----
208017.0513.27-3.78 ----
208117.0913.27-3.82 ----
208217.1413.27-3.86 ----
208317.1813.28-3.91 ----
208417.2313.28-3.95 ----
208517.2713.28-3.99 ----


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 15.33% 13.92% -1.41%
0.28%

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Last reviewed or modified January 29, 2009