Plan 2T-100p
Assumed % Electing PA = 100.0%
IA to Estate at Death Prior to Entitlement If No Survivor Tax IA Disbursement
With:
Ultimate Real Trust Fund Interest Rate of: 3.0
Ultimate Average Real Benefit Offset Net Yield Rate of: 2.0
Average Benefit Offset Annuity Net Yield Rate of: 2.0
Year
Cost
Rate*
Income
Rate
Annual
Balance
Trust
Fund
Ratio
1-1-Year
Marginal
Change
in OASDI
Contribution
Rate
Net
OASDI
Contribution
Rate**
Changes in OASDI
Contribution Rate from--
PRA
Contributions
Additional
Net General Fund
Transfer
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
10.66
0.18
313
-2.075
10.33
2.07
 
2005
10.56
10.64
0.08
316
-0.036
10.29
2.11
 
2006
10.64
10.61
-0.04
318
-0.036
10.25
2.15
 
2007
10.77
10.60
-0.18
317
-0.022
10.23
2.17
 
2008
10.93
10.58
-0.34
315
-0.022
10.21
2.19
 
2009
11.20
10.58
-0.62
308
-0.021
10.19
2.21
 
2010
11.40
10.58
-0.82
302
-0.021
10.17
2.23
 
2011
11.59
10.56
-1.03
292
-0.022
10.15
2.25
 
2012
11.83
10.55
-1.28
282
-0.022
10.12
2.28
 
2013
12.08
10.53
-1.55
269
-0.022
10.10
2.30
 
2014
12.35
10.53
-1.82
254
-0.010
10.09
2.31
 
2015
12.63
10.54
-2.10
238
-0.007
10.08
2.32
 
2016
12.91
10.54
-2.37
221
-0.009
10.08
2.32
 
2017
13.19
10.54
-2.65
202
-0.007
10.07
2.33
 
2018
13.47
10.54
-2.93
181
-0.009
10.06
2.34
 
2019
13.74
10.54
-3.20
159
-0.007
10.05
2.35
 
2020
13.99
10.54
-3.45
136
-0.009
10.04
2.36
 
2021
14.22
12.35
-1.87
112
1.793
11.83
2.37
1.80
2022
14.42
14.36
-0.06
100
1.995
13.83
2.37
3.80
2023
14.60
14.57
-0.02
100
0.195
14.02
2.38
4.00
2024
14.75
14.68
-0.07
100
0.095
14.12
2.38
4.10
2025
14.88
14.69
-0.19
101
-0.005
14.12
2.38
4.10
2026
14.99
14.70
-0.28
100
-0.005
14.11
2.39
4.10
2027
15.07
14.92
-0.15
100
0.200
14.31
2.39
4.30
2028
15.12
14.93
-0.19
100
0.000
14.31
2.39
4.30
2029
15.14
14.84
-0.29
100
-0.100
14.21
2.39
4.20
2030
15.12
14.85
-0.27
100
0.000
14.21
2.39
4.20
2031
15.09
14.86
-0.22
100
0.000
14.21
2.39
4.20
2032
15.03
14.67
-0.36
100
-0.200
14.01
2.39
4.00
2033
14.94
14.58
-0.37
100
-0.100
13.91
2.39
3.90
2034
14.82
14.48
-0.34
100
-0.100
13.81
2.39
3.80
2035
14.67
14.29
-0.39
100
-0.200
13.61
2.39
3.60
2036
14.51
14.09
-0.41
100
-0.200
13.41
2.39
3.40
2037
14.32
13.90
-0.43
100
-0.200
13.21
2.39
3.20
2038
14.13
13.70
-0.43
100
-0.200
13.01
2.39
3.00
2039
13.92
13.50
-0.42
100
-0.200
12.81
2.39
2.80
2040
13.70
13.20
-0.50
100
-0.300
12.51
2.39
2.50
2041
13.49
13.10
-0.39
100
-0.100
12.41
2.39
2.40
2042
13.28
12.81
-0.47
100
-0.300
12.11
2.39
2.10
2043
13.07
12.71
-0.36
100
-0.100
12.01
2.39
2.00
2044
12.86
12.41
-0.45
100
-0.300
11.71
2.39
1.70
2045
12.66
12.21
-0.45
100
-0.200
11.51
2.39
1.50
2046
12.46
12.11
-0.35
100
-0.100
11.41
2.39
1.40
2047
12.26
11.82
-0.44
100
-0.300
11.11
2.39
1.10
2048
12.07
11.72
-0.35
100
-0.100
11.01
2.39
1.00
2049
11.89
11.53
-0.36
100
-0.200
10.81
2.39
0.80
2050
11.72
11.33
-0.39
100
-0.200
10.61
2.39
0.60
2051
11.57
11.23
-0.33
100
-0.100
10.51
2.39
0.50
2052
11.42
11.14
-0.29
100
-0.100
10.41
2.39
0.40
2053
11.29
10.94
-0.35
100
-0.200
10.21
2.39
0.20
2054
11.16
10.84
-0.32
100
-0.100
10.11
2.39
0.10
2055
11.04
10.75
-0.29
100
-0.100
10.01
2.39
0.00
2056
10.92
10.75
-0.16
100
0.000
10.01
2.39
 
2057
10.80
10.76
-0.04
101
0.000
10.01
2.39
 
2058
10.69
10.76
0.07
104
0.000
10.01
2.39
 
2059
10.58
10.76
0.19
107
0.000
10.01
2.39
 
2060
10.47
10.77
0.30
112
0.000
10.01
2.39
 
2061
10.37
10.77
0.40
118
0.000
10.01
2.39
 
2062
10.27
10.77
0.51
125
0.000
10.01
2.39
 
2063
10.17
10.78
0.61
133
0.000
10.01
2.39
 
2064
10.08
10.78
0.70
142
0.000
10.01
2.39
 
2065
9.99
10.78
0.80
153
0.000
10.01
2.39
 
2066
9.89
10.78
0.89
165
0.000
10.01
2.39
 
2067
9.80
10.79
0.98
178
0.000
10.01
2.39
 
2068
9.71
10.79
1.07
193
0.000
10.01
2.39
 
2069
9.63
10.79
1.16
209
0.000
10.01
2.39
 
2070
9.54
10.79
1.25
227
0.000
10.01
2.39
 
2071
9.45
10.79
1.34
246
0.000
10.01
2.39
 
2072
9.36
10.79
1.42
267
0.000
10.01
2.39
 
2073
9.28
10.79
1.51
289
0.000
10.01
2.39
 
2074
9.19
10.79
1.59
313
0.000
10.01
2.39
 
2075
9.11
10.79
1.67
339
0.000
10.01
2.39
 
2076
9.04
10.78
1.75
366
0.000
10.01
2.39
 
 
Summarized
 
 
 
 
 
 
Cost
Rate
OASDI
Income
Rate
OASDI
Acturial
Balance
OASDI
Change in
Acturial
Balance
 
 
 
 
2001-
2075
12.43
12.59
0.16
2.02
 
 
 
 
Based on Intermediate Assumptions of the 2001 Trustees Report.
IA invested 50% Equity, 30% Corporate Bonds, 20%Treasury Bonds; 0.3% Administrative Expense.

* Net of Benefit Offset.
** Includes additional net General Fund transfers.
Office of the Actuary
Social Security Administration
January 29, 2002

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