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), assuming an ultimate 6.4 percent annual real rate of return on equities. Increase the portion in equities by 1.5 percent each year 2010 through 2019. 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
2009	12.35	12.83	0.48	354
2010	12.50	12.87	0.37	360
2011	12.37	12.87	0.50	367
2012	12.24	12.87	0.63	369
2013	12.38	12.90	0.52	368
2014	12.62	12.92	0.30	366
2015	12.88	12.94	0.06	362
2016	13.18	12.96	-0.22	358
2017	13.49	12.98	-0.51	352
2018	13.83	13.00	-0.83	344
2019	14.17	13.02	-1.15	335
2020	14.50	13.04	-1.46	325
2021	14.81	13.06	-1.75	314
2022	15.09	13.08	-2.01	302
2023	15.37	13.10	-2.27	289
2024	15.62	13.12	-2.51	276
2025	15.86	13.13	-2.73	261
2026	16.08	13.15	-2.93	246
2027	16.28	13.16	-3.12	230
2028	16.47	13.17	-3.29	213
2029	16.62	13.19	-3.43	195
2030	16.76	13.20	-3.56	177
2031	16.87	13.21	-3.66	158
2032	16.96	13.22	-3.74	139
2033	17.03	13.23	-3.80	119
2034	17.07	13.23	-3.84	99
2035	17.10	13.24	-3.86	78
2036	17.11	13.24	-3.87	57
2037	17.11	13.25	-3.86	36
2038	17.08	13.25	-3.83	14
2039	17.04	13.25	-3.79	----
2040	16.99	13.25	-3.74	----
2041	16.94	13.25	-3.69	----
2042	16.88	13.25	-3.64	----
2043	16.83	13.25	-3.58	----
2044	16.79	13.25	-3.54	----
2045	16.75	13.25	-3.50	----
2046	16.72	13.25	-3.47	----
2047	16.69	13.25	-3.44	----
2048	16.66	13.25	-3.41	----
2049	16.63	13.25	-3.38	----
2050	16.61	13.25	-3.36	----
2051	16.59	13.25	-3.34	----
2052	16.59	13.25	-3.34	----
2053	16.59	13.25	-3.34	----
2054	16.60	13.26	-3.34	----
2055	16.62	13.26	-3.36	----
2056	16.64	13.26	-3.38	----
2057	16.66	13.26	-3.40	----
2058	16.68	13.27	-3.42	----
2059	16.70	13.27	-3.44	----
2060	16.73	13.27	-3.45	----
2061	16.75	13.27	-3.48	----
2062	16.77	13.28	-3.50	----
2063	16.80	13.28	-3.52	----
2064	16.83	13.28	-3.55	----
2065	16.86	13.28	-3.57	----
2066	16.89	13.29	-3.61	----
2067	16.93	13.29	-3.64	----
2068	16.97	13.29	-3.67	----
2069	17.01	13.30	-3.71	----
2070	17.05	13.30	-3.75	----
2071	17.09	13.30	-3.79	----
2072	17.14	13.31	-3.83	----
2073	17.18	13.31	-3.87	----
2074	17.23	13.31	-3.92	----
2075	17.27	13.32	-3.96	----
2076	17.32	13.32	-4.00	----
2077	17.37	13.32	-4.05	----
2078	17.42	13.33	-4.10	----
2079	17.47	13.33	-4.14	----
2080	17.53	13.33	-4.19	----
2081	17.58	13.34	-4.24	----
2082	17.63	13.34	-4.29	----
2083	17.68	13.34	-4.34	----
2084	17.73	13.35	-4.39	----

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	15.86%	14.12%	-1.73%	0.27%


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