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Detailed Single Year Tables |
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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 |
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 |
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| 2011 | 13.35 | 12.52 | -0.82 | 353 | 0.00 | 0.00 | 0.00 | ||
| 2012 | 13.23 | 12.87 | -0.36 | 347 | 0.00 | 0.00 | 0.00 | ||
| 2013 | 13.18 | 12.87 | -0.31 | 341 | 0.00 | 0.00 | 0.00 | ||
| 2014 | 13.18 | 12.92 | -0.27 | 335 | 0.00 | 0.00 | 0.00 | ||
| 2015 | 13.24 | 12.94 | -0.30 | 329 | 0.00 | 0.00 | 0.00 | ||
| 2016 | 13.33 | 12.97 | -0.36 | 323 | 0.00 | 0.00 | 0.00 | ||
| 2017 | 13.46 | 13.00 | -0.46 | 317 | 0.00 | 0.00 | 0.00 | ||
| 2018 | 13.62 | 13.03 | -0.59 | 310 | 0.00 | 0.00 | 0.00 | ||
| 2019 | 13.88 | 13.04 | -0.84 | 302 | 0.00 | 0.00 | 0.00 | ||
| 2020 | 14.20 | 13.06 | -1.14 | 292 | 0.00 | 0.00 | 0.00 | ||
| 2021 | 14.52 | 13.08 | -1.44 | 282 | 0.00 | 0.00 | 0.00 | ||
| 2022 | 14.83 | 13.10 | -1.73 | 271 | 0.00 | 0.00 | 0.00 | ||
| 2023 | 15.13 | 13.12 | -2.01 | 259 | 0.00 | 0.00 | 0.00 | ||
| 2024 | 15.40 | 13.13 | -2.27 | 246 | 0.00 | 0.00 | 0.00 | ||
| 2025 | 15.67 | 13.15 | -2.52 | 232 | 0.00 | 0.00 | 0.00 | ||
| 2026 | 15.92 | 13.16 | -2.76 | 218 | 0.00 | 0.00 | 0.00 | ||
| 2027 | 16.15 | 13.18 | -2.97 | 203 | 0.00 | 0.00 | 0.00 | ||
| 2028 | 16.35 | 13.19 | -3.16 | 187 | 0.00 | 0.00 | 0.00 | ||
| 2029 | 16.52 | 13.20 | -3.32 | 171 | 0.00 | 0.00 | 0.00 | ||
| 2030 | 16.66 | 13.21 | -3.44 | 154 | 0.00 | 0.00 | 0.00 | ||
| 2031 | 16.76 | 13.22 | -3.54 | 136 | 0.00 | 0.00 | 0.00 | ||
| 2032 | 16.85 | 13.23 | -3.63 | 117 | 0.00 | 0.00 | 0.00 | ||
| 2033 | 16.93 | 13.23 | -3.70 | 98 | 0.00 | 0.00 | 0.00 | ||
| 2034 | 16.98 | 13.24 | -3.74 | 79 | 0.00 | 0.00 | 0.00 | ||
| 2035 | 17.01 | 13.24 | -3.77 | 59 | 0.00 | 0.00 | 0.00 | ||
| 2036 | 17.03 | 13.25 | -3.79 | 38 | 0.00 | 0.00 | 0.00 | ||
| 2037 | 17.04 | 13.25 | -3.79 | 17 | 0.00 | 0.00 | 0.00 | ||
| 2038 | 17.02 | 13.25 | -3.77 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2039 | 16.99 | 13.25 | -3.74 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2040 | 16.95 | 13.25 | -3.71 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2041 | 16.91 | 13.25 | -3.67 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2042 | 16.87 | 13.25 | -3.63 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2043 | 16.84 | 13.25 | -3.59 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2044 | 16.81 | 13.25 | -3.57 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2045 | 16.79 | 13.24 | -3.54 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2046 | 16.76 | 13.24 | -3.51 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2047 | 16.74 | 13.24 | -3.49 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2048 | 16.72 | 13.24 | -3.48 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2049 | 16.70 | 13.24 | -3.46 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2050 | 16.69 | 13.24 | -3.44 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2051 | 16.68 | 13.24 | -3.43 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2052 | 16.68 | 13.25 | -3.44 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2053 | 16.69 | 13.25 | -3.44 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2054 | 16.70 | 13.25 | -3.45 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2055 | 16.72 | 13.25 | -3.47 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2056 | 16.74 | 13.25 | -3.49 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2057 | 16.76 | 13.25 | -3.51 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2058 | 16.78 | 13.26 | -3.52 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2059 | 16.79 | 13.26 | -3.54 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2060 | 16.80 | 13.26 | -3.55 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2061 | 16.81 | 13.26 | -3.55 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2062 | 16.82 | 13.26 | -3.56 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2063 | 16.84 | 13.26 | -3.57 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2064 | 16.85 | 13.26 | -3.59 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2065 | 16.87 | 13.27 | -3.60 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2066 | 16.89 | 13.27 | -3.62 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2067 | 16.91 | 13.27 | -3.64 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2068 | 16.94 | 13.27 | -3.67 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2069 | 16.97 | 13.27 | -3.70 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2070 | 17.00 | 13.27 | -3.73 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2071 | 17.03 | 13.28 | -3.76 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2072 | 17.07 | 13.28 | -3.79 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2073 | 17.10 | 13.28 | -3.82 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2074 | 17.14 | 13.28 | -3.86 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2075 | 17.18 | 13.29 | -3.89 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2076 | 17.21 | 13.29 | -3.93 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2077 | 17.25 | 13.29 | -3.96 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2078 | 17.29 | 13.29 | -3.99 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2079 | 17.32 | 13.30 | -4.03 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2080 | 17.36 | 13.30 | -4.06 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2081 | 17.40 | 13.30 | -4.10 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2082 | 17.44 | 13.30 | -4.14 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2083 | 17.48 | 13.31 | -4.17 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2084 | 17.52 | 13.31 | -4.21 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2085 | 17.56 | 13.31 | -4.24 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2086 | 17.59 | 13.31 | -4.28 | ---- | 0.00 | 0.00 | 0.00 | ||
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 |
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| Based on Intermediate Assumptions of the 2011 Trustees Report. | |||||||||
| 2011-2085 | 16.00% | 14.22% | -1.78% | 2037 | -0.25% | 0.20% | 0.45% | ||
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| 1 Under present law, the year of exhaustion
is 2036. |
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