2004 Trustees Report

The following table presents the plot points for Figure IV.B4--Comparison of estimated long-range actuarial balances with the minimum allowable for close actuarial balance under the intermediate (alternative II) assumptions. Values expressed as a percentage of the summerized cost rate for the corresponding period.

Plot points
Calendar
year
Ratio of actuarial balances to summarized cost rates
Minimum
allowable
ratio
OASDI
OASI
DI
2013
33.20%
38.22%
8.42%
0.00%
2014
30.87%
35.66%
7.10%
-0.08%
2015
28.70%
33.27%
5.95%
-0.15%
2016
26.65%
30.99%
4.94%
-0.23%
2017
24.72%
28.83%
4.03%
-0.31%
2018
22.88%
26.76%
3.21%
-0.38%
2019
21.11%
24.76%
2.46%
-0.46%
2020
19.41%
22.85%
1.75%
-0.54%
2021
17.79%
21.03%
1.04%
-0.62%
2022
16.23%
19.29%
0.33%
-0.69%
2023
14.74%
17.63%
-0.38%
-0.77%
2024
13.31%
16.04%
-1.10%
-0.85%
2025
11.94%
14.54%
-1.81%
-0.92%
2026
10.63%
13.10%
-2.48%
-1.00%
2027
9.39%
11.72%
-3.10%
-1.08%
2028
8.21%
10.41%
-3.66%
-1.15%
2029
7.09%
9.17%
-4.18%
-1.23%
2030
6.02%
7.98%
-4.65%
-1.31%
2031
5.02%
6.86%
-5.08%
-1.38%
2032
4.07%
5.80%
-5.49%
-1.46%
2033
3.17%
4.81%
-5.87%
-1.54%
2034
2.33%
3.87%
-6.24%
-1.62%
2035
1.54%
2.99%
-6.58%
-1.69%
2036
0.80%
2.17%
-6.91%
-1.77%
2037
0.11%
1.40%
-7.21%
-1.85%
2038
-0.54%
0.69%
-7.50%
-1.92%
2039
-1.15%
0.02%
-7.79%
-2.00%
2040
-1.72%
-0.60%
-8.07%
-2.08%
2041
-2.26%
-1.19%
-8.35%
-2.15%
2042
-2.76%
-1.73%
-8.63%
-2.23%
2043
-3.23%
-2.24%
-8.91%
-2.31%
2044
-3.68%
-2.72%
-9.18%
-2.38%
2045
-4.10%
-3.18%
-9.45%
-2.46%
2046
-4.50%
-3.60%
-9.70%
-2.54%
2047
-4.88%
-4.01%
-9.95%
-2.62%
2048
-5.25%
-4.39%
-10.19%
-2.69%
2049
-5.59%
-4.76%
-10.43%
-2.77%
2050
-5.92%
-5.11%
-10.65%
-2.85%
2051
-6.24%
-5.44%
-10.87%
-2.92%
2052
-6.55%
-5.76%
-11.09%
-3.00%
2053
-6.84%
-6.07%
-11.30%
-3.08%
2054
-7.12%
-6.37%
-11.50%
-3.15%
2055
-7.40%
-6.66%
-11.69%
-3.23%
2056
-7.67%
-6.94%
-11.88%
-3.31%
2057
-7.93%
-7.22%
-12.05%
-3.38%
2058
-8.18%
-7.48%
-12.21%
-3.46%
2059
-8.42%
-7.74%
-12.37%
-3.54%
2060
-8.66%
-7.99%
-12.52%
-3.62%
2061
-8.88%
-8.24%
-12.66%
-3.69%
2062
-9.11%
-8.48%
-12.80%
-3.77%
2063
-9.33%
-8.71%
-12.94%
-3.85%
2064
-9.54%
-8.94%
-13.07%
-3.92%
2065
-9.75%
-9.16%
-13.19%
-4.00%
2066
-9.95%
-9.37%
-13.31%
-4.08%
2067
-10.14%
-9.58%
-13.43%
-4.15%
2068
-10.33%
-9.79%
-13.54%
-4.23%
2069
-10.52%
-9.99%
-13.65%
-4.31%
2070
-10.70%
-10.18%
-13.75%
-4.38%
2071
-10.88%
-10.37%
-13.86%
-4.46%
2072
-11.05%
-10.56%
-13.96%
-4.54%
2073
-11.22%
-10.74%
-14.06%
-4.62%
2074
-11.38%
-10.91%
-14.15%
-4.69%
2075
-11.54%
-11.08%
-14.25%
-4.77%
2076
-11.70%
-11.25%
-14.34%
-4.85%
2077
-11.85%
-11.41%
-14.43%
-4.92%
2078
-12.00%
-11.57%
-14.52%
-5.00%

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