Basic Plan 2
i.e., Without PAs--With Ultimate Real Trust Fund Interest Rate of: 3.0
Year
Cost
Rate
Income
Rate
Annual
Balance
Trust
Fund
Ratio
1-1-Year
Marginal
Change
in OASDI
Contribution
Rate
Net
OASDI
Contribution
Rate
2001
10.49
12.72
2.23
239
 
12.40
2002
10.42
12.72
2.30
264
 
12.40
2003
10.43
12.73
2.29
289
 
12.40
2004
10.48
12.74
2.26
313
0.000
12.40
2005
10.56
12.75
2.19
335
0.000
12.40
2006
10.64
12.75
2.11
357
0.000
12.40
2007
10.77
12.76
1.99
376
0.000
12.40
2008
10.93
12.78
1.85
393
0.000
12.40
2009
11.21
12.79
1.58
404
0.000
12.40
2010
11.42
12.81
1.39
415
0.000
12.40
2011
11.63
12.82
1.18
424
0.000
12.40
2012
11.89
12.82
0.93
430
0.000
12.40
2013
12.17
12.83
0.66
433
0.000
12.40
2014
12.46
12.84
0.38
434
0.000
12.40
2015
12.77
12.85
0.08
433
0.000
12.40
2016
13.08
12.86
-0.22
430
0.000
12.40
2017
13.39
12.87
-0.52
425
0.000
12.40
2018
13.70
12.88
-0.82
419
0.000
12.40
2019
14.01
12.89
-1.12
411
0.000
12.40
2020
14.30
12.90
-1.40
401
0.000
12.40
2021
14.57
12.92
-1.65
391
0.000
12.40
2022
14.81
12.93
-1.88
380
0.000
12.40
2023
15.04
12.95
-2.09
369
0.000
12.40
2024
15.24
12.96
-2.28
356
0.000
12.40
2025
15.42
12.97
-2.45
344
0.000
12.40
2026
15.58
12.99
-2.59
331
0.000
12.40
2027
15.71
13.00
-2.71
317
0.000
12.40
2028
15.82
13.01
-2.81
303
0.000
12.40
2029
15.89
13.02
-2.87
289
0.000
12.40
2030
15.94
13.03
-2.91
275
0.000
12.40
2031
15.96
13.04
-2.93
262
0.000
12.40
2032
15.97
13.04
-2.93
248
0.000
12.40
2033
15.95
13.05
-2.90
234
0.000
12.40
2034
15.89
13.05
-2.84
220
0.000
12.40
2035
15.81
13.06
-2.75
207
0.000
12.40
2036
15.71
13.06
-2.65
194
0.000
12.40
2037
15.59
13.06
-2.54
182
0.000
12.40
2038
15.47
13.06
-2.41
170
0.000
12.40
2039
15.33
13.05
-2.27
159
0.000
12.40
2040
15.18
13.05
-2.13
148
0.000
12.40
2041
15.04
13.05
-1.99
138
0.000
12.40
2042
14.90
13.05
-1.85
129
0.000
12.40
2043
14.76
13.04
-1.72
119
0.000
12.40
2044
14.63
13.04
-1.59
111
0.000
12.40
2045
14.50
13.04
-1.46
103
0.000
12.40
2046
14.38
13.04
-1.34
95
0.000
12.40
2047
14.26
13.03
-1.22
88
0.000
12.40
2048
14.14
13.03
-1.11
82
0.000
12.40
2049
14.03
13.03
-1.00
76
0.000
12.40
2050
13.92
13.03
-0.90
71
0.000
12.40
2051
13.83
13.03
-0.80
66
0.000
12.40
2052
13.74
13.02
-0.72
62
0.000
12.40
2053
13.66
13.02
-0.64
58
0.000
12.40
2054
13.58
13.02
-0.56
55
0.000
12.40
2055
13.51
13.02
-0.49
52
0.000
12.40
2056
13.44
13.02
-0.42
49
0.000
12.40
2057
13.36
13.02
-0.35
47
0.000
12.40
2058
13.29
13.02
-0.27
45
0.000
12.40
2059
13.22
13.02
-0.20
44
0.000
12.40
2060
13.15
13.01
-0.14
44
0.000
12.40
2061
13.08
13.01
-0.07
44
0.000
12.40
2062
13.01
13.01
0.00
44
0.000
12.40
2063
12.95
13.01
0.06
45
0.000
12.40
2064
12.88
13.01
0.13
46
0.000
12.40
2065
12.81
13.01
0.20
48
0.000
12.40
2066
12.74
13.01
0.26
51
0.000
12.40
2067
12.67
13.00
0.33
54
0.000
12.40
2068
12.60
13.00
0.40
58
0.000
12.40
2069
12.53
13.00
0.47
62
0.000
12.40
2070
12.46
13.00
0.54
67
0.000
12.40
2071
12.38
13.00
0.61
73
0.000
12.40
2072
12.31
12.99
0.68
80
0.000
12.40
2073
12.24
12.99
0.75
87
0.000
12.40
2074
12.16
12.99
0.83
95
0.000
12.40
2075
12.09
12.99
0.89
104
0.000
12.40
2076
12.02
12.98
0.96
114
0.000
12.40
 
Summarized
 
 
 
 
Cost
Rate
OASDI
Income
Rate
OASDI
Acturial
Balance
OASDI
Change in
Acturial
Balance
 
 
2001-
2075
13.48
13.49
0.01
1.87
 
 
Based on Intermediate Assumptions of the 2001 Trustees Report.
Office of the Actuary
Social Security Administration
January 29, 2002

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