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Detailed Single Year Tables

Description of Proposed Provision:
Beginning in 2010, make all earnings subject to the payroll tax (but retain the current-law taxable maximum for benefit calculations).

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
 
200912.3512.830.48 354
201012.5014.892.39 360
201112.3715.052.68 382
201212.2415.022.78 401
201312.3815.102.72 416
201412.6215.152.53 429
201512.8715.202.33 440
201613.1815.232.05 450
201713.4915.261.77 457
201813.8215.301.47 463
201914.1615.321.16 466
202014.4915.340.86 468
202114.8015.370.57 469
202215.0815.390.30 470
202315.3515.400.05 470
202415.6115.42-0.18 469
202515.8415.44-0.40 467
202616.0615.46-0.60 465
202716.2615.47-0.79 462
202816.4415.49-0.95 458
202916.6015.50-1.09 455
203016.7315.52-1.21 451
203116.8415.53-1.31 447
203216.9315.54-1.39 442
203317.0015.55-1.45 438
203417.0415.56-1.48 435
203517.0615.56-1.50 431
203617.0715.57-1.50 428
203717.0615.57-1.49 425
203817.0415.58-1.46 422
203916.9915.58-1.42 420
204016.9415.58-1.36 418
204116.8915.58-1.31 417
204216.8315.58-1.25 416
204316.7815.58-1.20 415
204416.7315.58-1.15 414
204516.6915.58-1.11 414
204616.6515.59-1.07 414
204716.6215.59-1.04 413
204816.5915.59-1.00 413
204916.5615.59-0.97 413
205016.5415.59-0.95 414
205116.5215.59-0.93 414
205216.5215.60-0.92 414
205316.5215.60-0.92 414
205416.5215.60-0.92 414
205516.5415.61-0.93 413
205616.5615.61-0.95 413
205716.5815.61-0.96 412
205816.6015.62-0.98 411
205916.6215.62-1.00 410
206016.6415.63-1.01 409
206116.6615.63-1.03 408
206216.6915.63-1.05 407
206316.7115.64-1.07 405
206416.7415.64-1.10 404
206516.7715.65-1.12 402
206616.8015.65-1.15 400
206716.8415.66-1.18 398
206816.8815.66-1.22 395
206916.9215.67-1.25 392
207016.9615.67-1.29 389
207117.0015.67-1.33 386
207217.0515.68-1.37 383
207317.0915.68-1.41 379
207417.1415.69-1.45 375
207517.1815.69-1.49 371
207617.2315.70-1.53 366
207717.2815.70-1.57 361
207817.3315.71-1.62 356
207917.3815.72-1.67 351
208017.4315.72-1.71 345
208117.4915.73-1.76 340
208217.5415.73-1.81 333
208317.5915.74-1.86 327
208417.6415.74-1.90 320


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2009 Trustees Report
2009-2083 15.97% 16.29% 0.31%
2.32%

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Last reviewed or modified August 31, 2009