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Detailed Single Year Tables

Description of Proposed Provision:
Create a new bend point at the 50th percentile of new retired and disabled worker entitlements. Beginning for those newly eligible in 2017, do the following: a) reduce the 32 percent PIA formula factor below the new bend point to 30 percent by 2050; b) reduce the 32 percent PIA factor above the new bend point to 10 percent by 2050; and c) reduce the 15 percent factor to 5 percent by 2050.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Present Law
  Expressed as a percentage of
present-law taxable payroll

Trust fund
ratio as of
January 1
Expressed as a percentage of
present-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance

Cost
rate
Income
rate
Annual
balance
201013.0912.33-0.76
355
0.000.000.00
201113.0412.91-0.12
353
0.000.000.00
201212.8412.870.03
350
0.000.000.00
201312.8212.900.08
346
0.000.000.00
201412.8612.920.06
341
0.000.000.00
201512.9812.94-0.04
335
0.000.000.00
201613.1012.96-0.14
330
0.000.000.00
201713.3012.99-0.31
324
0.000.000.00
201813.5413.01-0.52
317
-0.010.000.01
201913.8213.03-0.79
309
-0.020.000.02
202014.1213.05-1.07
300
-0.030.000.03
202114.4113.06-1.35
290
-0.040.000.04
202214.6913.08-1.60
279
-0.060.000.06
202314.9513.10-1.85
267
-0.080.000.08
202415.1813.11-2.07
254
-0.10-0.010.10
202515.4113.13-2.28
241
-0.13-0.010.12
202615.6013.14-2.46
227
-0.16-0.010.15
202715.7713.15-2.62
212
-0.19-0.010.18
202815.9113.16-2.75
196
-0.22-0.010.21
202916.0313.17-2.86
181
-0.25-0.010.24
203016.1213.18-2.94
164
-0.29-0.010.27
203116.1813.18-3.00
148
-0.33-0.020.31
203216.2213.19-3.03
131
-0.37-0.020.35
203316.2513.19-3.06
114
-0.41-0.020.39
203416.2513.20-3.06
97
-0.45-0.020.43
203516.2413.20-3.04
80
-0.49-0.030.47
203616.2013.20-3.00
63
-0.54-0.030.51
203716.1613.20-2.96
46
-0.58-0.030.55
203816.0913.20-2.89
28
-0.63-0.030.59
203916.0113.19-2.81
11
-0.67-0.040.64
204015.9213.19-2.73
----
-0.72-0.040.68
204115.8313.19-2.64
----
-0.77-0.040.73
204215.7413.18-2.55
----
-0.82-0.040.77
204315.6513.18-2.46
----
-0.87-0.050.82
204415.5613.18-2.38
----
-0.92-0.050.87
204515.4713.17-2.30
----
-0.97-0.050.92
204615.4013.17-2.22
----
-1.02-0.050.97
204715.3213.17-2.15
----
-1.08-0.061.02
204815.2413.17-2.08
----
-1.13-0.061.07
204915.1713.16-2.01
----
-1.19-0.061.12
205015.0913.16-1.94
----
-1.24-0.071.17
205115.0313.16-1.87
----
-1.29-0.071.23
205214.9713.15-1.82
----
-1.35-0.071.28
205314.9313.15-1.77
----
-1.40-0.081.33
205414.8913.15-1.74
----
-1.46-0.081.38
205514.8613.15-1.70
----
-1.51-0.081.43
205614.8313.15-1.68
----
-1.56-0.081.48
205714.8013.15-1.65
----
-1.61-0.091.53
205814.7813.15-1.63
----
-1.66-0.091.57
205914.7613.15-1.61
----
-1.70-0.091.61
206014.7413.15-1.59
----
-1.74-0.091.65
206114.7313.15-1.58
----
-1.78-0.101.68
206214.7213.15-1.57
----
-1.82-0.101.72
206314.7113.15-1.56
----
-1.85-0.101.75
206414.7013.15-1.55
----
-1.88-0.101.78
206514.7013.15-1.55
----
-1.91-0.101.81
206614.7113.15-1.56
----
-1.94-0.111.84
206714.7213.15-1.57
----
-1.97-0.111.86
206814.7313.15-1.58
----
-1.99-0.111.88
206914.7513.15-1.59
----
-2.02-0.111.91
207014.7713.16-1.61
----
-2.04-0.111.93
207114.7913.16-1.63
----
-2.06-0.111.95
207214.8113.16-1.65
----
-2.08-0.111.97
207314.8413.16-1.68
----
-2.10-0.121.99
207414.8613.16-1.70
----
-2.12-0.122.00
207514.8913.16-1.73
----
-2.14-0.122.02
207614.9213.17-1.75
----
-2.15-0.122.03
207714.9513.17-1.78
----
-2.17-0.122.05
207814.9813.17-1.81
----
-2.18-0.122.06
207915.0113.17-1.84
----
-2.19-0.122.07
208015.0413.17-1.87
----
-2.21-0.122.08
208115.0813.18-1.90
----
-2.22-0.122.10
208215.1113.18-1.93
----
-2.23-0.122.11
208315.1513.18-1.96
----
-2.24-0.122.11
208415.1813.18-2.00
----
-2.24-0.122.12
208515.2213.19-2.03
----
-2.25-0.122.13



 

Summarized Estimates

 
  Proposal
  Change from Present Law
Years Cost
rate
Income
rate
Actuarial
balance

Year of
exhaustion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2010 Trustees Report.
2010-2084 15.02% 13.96% -1.06%
2039
-0.90% -0.05% 0.86%
 
1 Under present law, the year of exhaustion is 2037.

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Last reviewed or modified March 2, 2011