Plan 1(2+0)67p--a
Assumed % Electing PA = 66.7%--Additional Aggregate Values to Trust Fund and Personal Account
With:
Ultimate Real Interest Rate of: 3.0
Ultimate Average Real Benefit Offset Net Yield Rate of: 3.5
Average Benefit Offset Annuity Net Yield Rate of: 3.5
Ultimate Average Real IA Rate of: 4.6
Average IA Annuity Net Yield Rate of: 3.0
Year
Present Law
Trust Fund
(End of Year)
Proposal
Trust Fund
(End of Year)
Net Accrual
for Future
Benefit Offset 1/
IA/Annuity
Assets
(End of Year)
IA
Contributions
in Year
IA
Disbursements
in Year
(Billions of Present Value Dollars 1/1/2001)
2001
1,139
1,139
 
 
 
 
2002
1,230
1,230
0
0
0.0
0.0
2003
1,320
1,320
0
0
0.0
0.0
2004
1,407
1,362
45
46
45.2
0.0
2005
1,491
1,400
91
92
45.4
0.0
2006
1,570
1,433
137
139
45.7
0.0
2007
1,644
1,462
184
187
45.5
0.0
2008
1,711
1,484
230
235
45.4
0.0
2009
1,771
1,499
276
284
45.3
0.3
2010
1,824
1,507
322
332
45.1
0.5
2011
1,867
1,507
368
381
45.1
0.9
2012
1,901
1,497
413
430
44.9
1.3
2013
1,925
1,478
458
479
44.7
1.7
2014
1,937
1,448
502
528
44.2
2.2
2015
1,938
1,408
546
576
43.7
2.7
2016
1,928
1,358
588
624
43.2
3.3
2017
1,906
1,298
629
671
42.6
3.9
2018
1,873
1,228
670
717
42.1
4.6
2019
1,829
1,148
709
763
41.5
5.3
2020
1,775
1,059
747
808
41.0
6.1
2021
1,712
963
784
852
40.4
6.9
2022
1,641
859
819
895
39.8
7.7
2023
1,562
750
854
936
39.2
8.6
2024
1,476
635
887
977
38.6
9.5
2025
1,384
516
918
1,017
38.0
10.5
2026
1,287
393
948
1,055
37.4
11.6
2027
1,186
267
977
1,092
36.8
12.6
2028
1,080
139
1,004
1,128
36.2
13.7
2029
972
9
1,030
1,162
35.6
14.8
2030
861
-121
1,054
1,195
35.0
16.0
2031
749
-251
1,077
1,226
34.4
17.2
2032
636
-380
1,098
1,255
33.8
18.4
2033
523
-508
1,117
1,283
33.3
19.7
2034
410
-634
1,135
1,310
32.8
21.0
2035
298
-758
1,152
1,334
32.2
22.3
2036
188
-878
1,167
1,357
31.7
23.6
2037
79
-994
1,180
1,379
31.2
24.9
2038
-27
-1,108
1,192
1,398
30.7
26.3
2039
-131
-1,217
1,202
1,415
30.2
27.6
2040
-233
-1,322
1,210
1,431
29.7
29.0
2041
-333
-1,424
1,217
1,445
29.2
30.4
2042
-430
-1,522
1,223
1,457
28.8
31.9
2043
-526
-1,617
1,227
1,467
28.3
33.3
2044
-620
-1,708
1,229
1,474
27.8
34.7
2045
-713
-1,797
1,230
1,480
27.3
36.1
2046
-804
-1,882
1,229
1,484
26.9
37.4
2047
-893
-1,965
1,227
1,486
26.4
39.0
2048
-982
-2,045
1,223
1,486
26.0
40.4
2049
-1,069
-2,123
1,218
1,483
25.5
41.6
2050
-1,156
-2,198
1,212
1,479
25.1
42.6
2051
-1,242
-2,272
1,205
1,474
24.6
43.5
2052
-1,327
-2,345
1,197
1,467
24.2
44.3
2053
-1,412
-2,416
1,188
1,459
23.8
45.1
2054
-1,496
-2,486
1,178
1,449
23.3
45.7
2055
-1,580
-2,555
1,167
1,439
22.9
46.3
2056
-1,664
-2,623
1,156
1,427
22.5
46.9
2057
-1,747
-2,690
1,144
1,414
22.1
47.3
2058
-1,830
-2,756
1,131
1,400
21.7
47.7
2059
-1,912
-2,821
1,118
1,385
21.4
47.9
2060
-1,994
-2,885
1,104
1,370
21.0
48.2
2061
-2,076
-2,949
1,090
1,353
20.6
48.3
2062
-2,157
-3,012
1,075
1,336
20.3
48.4
2063
-2,238
-3,074
1,061
1,320
19.9
48.4
2064
-2,318
-3,136
1,046
1,303
19.6
48.3
2065
-2,397
-3,196
1,030
1,285
19.2
48.2
2066
-2,476
-3,256
1,015
1,267
18.9
48.0
2067
-2,554
-3,316
999
1,249
18.5
47.8
2068
-2,632
-3,375
984
1,231
18.2
47.5
2069
-2,709
-3,433
968
1,212
17.9
47.2
2070
-2,785
-3,491
953
1,193
17.6
46.8
2071
-2,861
-3,548
937
1,174
17.3
46.3
2072
-2,936
-3,604
922
1,155
17.0
45.9
2073
-3,010
-3,660
906
1,136
16.7
45.4
2074
-3,084
-3,716
891
1,117
16.4
44.8
2075
-3,157
-3,771
876
1,098
16.1
44.3
2076
-3,230
-3,826
861
1,080
15.8
43.7
IA invested 50% Equity, 30% Corporate Bonds, 20%Treasury Bonds; 0.3% Administrative Expense.

1/ Present value of net current offset accrual; reduction of future obligations.
Office of the Actuary
Social Security Administration
January 29, 2002

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