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Description of Proposed Provision:
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  | Financial Estimates for the OASDI Trust Fund Program |
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Proposal |
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Change from Present Law |
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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 |
|||
2010 | 13.09 | 12.33 | -0.76 | 355 | 0.00 | 0.00 | 0.00 | ||
2011 | 13.04 | 12.91 | -0.12 | 353 | 0.00 | 0.00 | 0.00 | ||
2012 | 12.84 | 13.01 | 0.17 | 350 | 0.00 | 0.14 | 0.14 | ||
2013 | 12.82 | 13.01 | 0.19 | 347 | 0.00 | 0.11 | 0.11 | ||
2014 | 12.86 | 13.01 | 0.15 | 342 | 0.00 | 0.09 | 0.09 | ||
2015 | 12.98 | 13.01 | 0.03 | 338 | 0.00 | 0.08 | 0.08 | ||
2016 | 13.10 | 13.02 | -0.08 | 333 | 0.00 | 0.06 | 0.06 | ||
2017 | 13.30 | 13.04 | -0.27 | 327 | 0.00 | 0.05 | 0.05 | ||
2018 | 13.55 | 13.06 | -0.49 | 320 | 0.00 | 0.04 | 0.04 | ||
2019 | 13.84 | 13.07 | -0.77 | 313 | 0.00 | 0.04 | 0.04 | ||
2020 | 14.15 | 13.08 | -1.06 | 303 | 0.00 | 0.03 | 0.03 | ||
2021 | 14.45 | 13.10 | -1.36 | 293 | 0.00 | 0.03 | 0.03 | ||
2022 | 14.75 | 13.11 | -1.63 | 282 | 0.00 | 0.03 | 0.03 | ||
2023 | 15.03 | 13.13 | -1.90 | 269 | 0.00 | 0.03 | 0.03 | ||
2024 | 15.29 | 13.14 | -2.15 | 256 | 0.00 | 0.02 | 0.02 | ||
2025 | 15.54 | 13.15 | -2.38 | 241 | 0.00 | 0.02 | 0.02 | ||
2026 | 15.76 | 13.16 | -2.59 | 226 | 0.00 | 0.02 | 0.02 | ||
2027 | 15.96 | 13.17 | -2.78 | 210 | 0.00 | 0.01 | 0.01 | ||
2028 | 16.13 | 13.18 | -2.95 | 194 | 0.00 | 0.01 | 0.01 | ||
2029 | 16.28 | 13.19 | -3.09 | 177 | 0.00 | 0.01 | 0.01 | ||
2030 | 16.41 | 13.20 | -3.21 | 159 | 0.00 | 0.00 | 0.00 | ||
2031 | 16.51 | 13.20 | -3.31 | 141 | 0.00 | 0.00 | 0.00 | ||
2032 | 16.59 | 13.21 | -3.39 | 123 | 0.00 | 0.00 | 0.00 | ||
2033 | 16.66 | 13.21 | -3.45 | 104 | 0.00 | -0.01 | -0.01 | ||
2034 | 16.70 | 13.21 | -3.49 | 84 | 0.00 | -0.01 | -0.01 | ||
2035 | 16.73 | 13.21 | -3.51 | 65 | 0.00 | -0.01 | -0.01 | ||
2036 | 16.74 | 13.21 | -3.52 | 45 | 0.00 | -0.01 | -0.01 | ||
2037 | 16.74 | 13.21 | -3.52 | 25 | 0.00 | -0.02 | -0.02 | ||
2038 | 16.71 | 13.21 | -3.50 | 4 | 0.00 | -0.02 | -0.02 | ||
2039 | 16.68 | 13.21 | -3.47 | ---- | 0.00 | -0.02 | -0.02 | ||
2040 | 16.64 | 13.21 | -3.43 | ---- | 0.00 | -0.02 | -0.02 | ||
2041 | 16.60 | 13.21 | -3.39 | ---- | 0.00 | -0.02 | -0.02 | ||
2042 | 16.55 | 13.20 | -3.35 | ---- | 0.00 | -0.02 | -0.02 | ||
2043 | 16.51 | 13.20 | -3.31 | ---- | 0.00 | -0.02 | -0.02 | ||
2044 | 16.47 | 13.20 | -3.27 | ---- | 0.00 | -0.03 | -0.03 | ||
2045 | 16.44 | 13.20 | -3.24 | ---- | 0.00 | -0.03 | -0.03 | ||
2046 | 16.42 | 13.20 | -3.22 | ---- | 0.00 | -0.03 | -0.03 | ||
2047 | 16.40 | 13.20 | -3.20 | ---- | 0.00 | -0.03 | -0.03 | ||
2048 | 16.38 | 13.20 | -3.18 | ---- | 0.00 | -0.03 | -0.03 | ||
2049 | 16.35 | 13.20 | -3.16 | ---- | 0.00 | -0.03 | -0.03 | ||
2050 | 16.33 | 13.19 | -3.14 | ---- | 0.00 | -0.03 | -0.03 | ||
2051 | 16.32 | 13.19 | -3.13 | ---- | 0.00 | -0.03 | -0.03 | ||
2052 | 16.32 | 13.19 | -3.13 | ---- | 0.00 | -0.03 | -0.03 | ||
2053 | 16.33 | 13.19 | -3.14 | ---- | 0.00 | -0.03 | -0.03 | ||
2054 | 16.35 | 13.20 | -3.15 | ---- | 0.00 | -0.03 | -0.03 | ||
2055 | 16.37 | 13.20 | -3.17 | ---- | 0.00 | -0.04 | -0.04 | ||
2056 | 16.39 | 13.20 | -3.19 | ---- | 0.00 | -0.04 | -0.04 | ||
2057 | 16.42 | 13.20 | -3.22 | ---- | 0.00 | -0.04 | -0.04 | ||
2058 | 16.44 | 13.20 | -3.24 | ---- | 0.00 | -0.04 | -0.04 | ||
2059 | 16.46 | 13.20 | -3.26 | ---- | 0.00 | -0.04 | -0.04 | ||
2060 | 16.48 | 13.20 | -3.28 | ---- | 0.00 | -0.04 | -0.04 | ||
2061 | 16.51 | 13.20 | -3.30 | ---- | 0.00 | -0.04 | -0.04 | ||
2062 | 16.53 | 13.21 | -3.33 | ---- | 0.00 | -0.04 | -0.04 | ||
2063 | 16.56 | 13.21 | -3.35 | ---- | 0.00 | -0.04 | -0.04 | ||
2064 | 16.59 | 13.21 | -3.38 | ---- | 0.00 | -0.04 | -0.04 | ||
2065 | 16.62 | 13.21 | -3.41 | ---- | 0.00 | -0.04 | -0.04 | ||
2066 | 16.65 | 13.21 | -3.44 | ---- | 0.00 | -0.04 | -0.04 | ||
2067 | 16.69 | 13.21 | -3.47 | ---- | 0.00 | -0.04 | -0.05 | ||
2068 | 16.72 | 13.22 | -3.51 | ---- | 0.00 | -0.05 | -0.05 | ||
2069 | 16.77 | 13.22 | -3.55 | ---- | 0.00 | -0.05 | -0.05 | ||
2070 | 16.81 | 13.22 | -3.59 | ---- | 0.00 | -0.05 | -0.05 | ||
2071 | 16.85 | 13.22 | -3.63 | ---- | 0.00 | -0.05 | -0.05 | ||
2072 | 16.89 | 13.22 | -3.67 | ---- | 0.00 | -0.05 | -0.05 | ||
2073 | 16.94 | 13.23 | -3.71 | ---- | 0.00 | -0.05 | -0.05 | ||
2074 | 16.98 | 13.23 | -3.75 | ---- | 0.00 | -0.05 | -0.05 | ||
2075 | 17.03 | 13.23 | -3.80 | ---- | 0.00 | -0.05 | -0.05 | ||
2076 | 17.07 | 13.23 | -3.84 | ---- | 0.00 | -0.05 | -0.05 | ||
2077 | 17.12 | 13.24 | -3.88 | ---- | 0.00 | -0.05 | -0.05 | ||
2078 | 17.16 | 13.24 | -3.92 | ---- | 0.00 | -0.05 | -0.05 | ||
2079 | 17.21 | 13.24 | -3.97 | ---- | 0.00 | -0.05 | -0.05 | ||
2080 | 17.25 | 13.24 | -4.01 | ---- | 0.00 | -0.05 | -0.05 | ||
2081 | 17.29 | 13.25 | -4.05 | ---- | 0.00 | -0.05 | -0.05 | ||
2082 | 17.34 | 13.25 | -4.09 | ---- | 0.00 | -0.05 | -0.05 | ||
2083 | 17.38 | 13.25 | -4.13 | ---- | 0.00 | -0.06 | -0.06 | ||
2084 | 17.43 | 13.25 | -4.17 | ---- | 0.00 | -0.06 | -0.06 | ||
2085 | 17.47 | 13.25 | -4.21 | ---- | 0.00 | -0.06 | -0.06 |
  | Summarized Estimates |
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  |
Proposal |
  |
Change from Present Law |
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---|---|---|---|---|---|---|---|---|---|
Years | Cost rate |
Income rate |
Actuarial balance |
Year of exhaustion1 |
Cost rate |
Income rate |
Actuarial balance |
||
Based on Intermediate Assumptions of the 2010 Trustees Report. | |||||||||
2010-2084 | 15.93% | 14.00% | -1.93% | 2038 | 0.00% | -0.01% | -0.01% | ||
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1 Under present law, the year of exhaustion
is 2037. |
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