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Detailed Single Year Tables

Description of Proposed Provision:
For each year from 2010-2040, multiply the 32 and 15 percent formula factors by 0.987, reducing the factors to 21 percent and 10 percent respectively, for new eligibles in 2040 and later.

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
201012.4912.870.37 360
201112.3612.870.51 367
201212.2112.870.66 370
201312.3412.900.56 369
201412.5612.920.35 366
201512.7912.940.15 363
201613.0612.96-0.10 359
201713.3312.98-0.36 353
201813.6212.99-0.63 346
201913.9113.01-0.90 338
202014.1913.03-1.16 329
202114.4413.05-1.39 319
202214.6613.06-1.60 308
202314.8713.08-1.79 297
202415.0513.09-1.96 286
202515.2213.10-2.12 274
202615.3713.11-2.25 262
202715.4913.12-2.37 249
202815.6013.13-2.47 236
202915.6813.14-2.54 222
203015.7413.15-2.59 208
203115.7713.16-2.62 195
203215.7813.16-2.62 181
203315.7713.17-2.61 167
203415.7413.17-2.57 153
203515.6913.17-2.52 139
203615.6213.17-2.45 126
203715.5413.17-2.37 112
203815.4413.17-2.27 99
203915.3213.16-2.16 87
204015.2013.16-2.04 75
204115.0713.16-1.92 63
204214.9513.15-1.80 52
204314.8313.15-1.68 41
204414.7213.14-1.57 30
204514.6113.14-1.47 20
204614.5213.14-1.38 10
204714.4313.13-1.29 1
204814.3413.13-1.21 ----
204914.2613.13-1.13 ----
205014.1913.12-1.06 ----
205114.1313.12-1.01 ----
205214.0813.12-0.96 ----
205314.0413.12-0.92 ----
205414.0113.12-0.89 ----
205513.9813.12-0.86 ----
205613.9713.12-0.85 ----
205713.9613.12-0.84 ----
205813.9513.12-0.83 ----
205913.9413.12-0.82 ----
206013.9413.12-0.81 ----
206113.9413.12-0.81 ----
206213.9413.13-0.81 ----
206313.9413.13-0.82 ----
206413.9513.13-0.82 ----
206513.9713.13-0.84 ----
206613.9813.13-0.85 ----
206714.0013.13-0.87 ----
206814.0313.14-0.89 ----
206914.0513.14-0.91 ----
207014.0813.14-0.94 ----
207114.1113.14-0.97 ----
207214.1413.14-1.00 ----
207314.1813.15-1.03 ----
207414.2113.15-1.06 ----
207514.2513.15-1.10 ----
207614.2913.15-1.13 ----
207714.3213.16-1.17 ----
207814.3613.16-1.20 ----
207914.4113.16-1.24 ----
208014.4513.17-1.28 ----
208114.4913.17-1.32 ----
208214.5313.17-1.36 ----
208314.5713.17-1.40 ----
208414.6213.18-1.44 ----


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 14.43% 13.94% -0.49%
1.51%

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Last reviewed or modified August 26, 2009