Plan 3T-100p--a
Assumed % Electing PA = 100.0%--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: 2.5
Average Benefit Offset Annuity Net Yield Rate of: 2.5
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
1,340
67
101
100.6
0.0
2005
1,491
1,370
133
204
101.1
0.0
2006
1,570
1,396
200
309
101.6
0.0
2007
1,644
1,418
265
416
101.3
0.0
2008
1,711
1,433
331
523
101.0
0.0
2009
1,771
1,439
395
631
100.7
0.6
2010
1,824
1,440
459
739
100.3
1.2
2011
1,867
1,434
522
848
100.2
2.0
2012
1,901
1,421
583
957
99.9
2.8
2013
1,925
1,400
644
1,066
99.4
3.8
2014
1,937
1,372
702
1,174
98.3
4.8
2015
1,938
1,335
759
1,282
97.1
6.0
2016
1,928
1,292
814
1,388
96.0
7.3
2017
1,906
1,240
867
1,492
94.7
8.7
2018
1,873
1,182
918
1,595
93.6
10.2
2019
1,829
1,117
967
1,697
92.3
11.8
2020
1,775
1,046
1,014
1,796
91.1
13.5
2021
1,712
968
1,059
1,894
89.9
15.3
2022
1,641
887
1,102
1,989
88.5
17.2
2023
1,562
801
1,143
2,082
87.1
19.1
2024
1,476
712
1,181
2,173
85.8
21.2
2025
1,384
620
1,218
2,261
84.5
23.4
2026
1,287
527
1,252
2,346
83.2
25.7
2027
1,186
432
1,284
2,429
81.8
28.0
2028
1,080
422
1,313
2,508
80.4
30.5
2029
972
414
1,341
2,584
79.1
33.0
2030
861
406
1,366
2,657
77.8
35.6
2031
749
398
1,389
2,726
76.5
38.2
2032
636
392
1,410
2,792
75.2
41.0
2033
523
385
1,429
2,854
74.0
43.8
2034
410
378
1,446
2,913
72.8
46.6
2035
298
368
1,460
2,967
71.7
49.5
2036
188
357
1,473
3,018
70.5
52.4
2037
79
350
1,484
3,066
69.4
55.4
2038
-27
339
1,493
3,109
68.3
58.4
2039
-131
330
1,500
3,148
67.2
61.5
2040
-233
323
1,505
3,183
66.1
64.6
2041
-333
312
1,508
3,213
65.0
67.7
2042
-430
306
1,509
3,239
63.9
70.8
2043
-526
296
1,509
3,261
62.9
74.0
2044
-620
288
1,507
3,279
61.8
77.2
2045
-713
281
1,503
3,292
60.8
80.2
2046
-804
273
1,498
3,301
59.7
83.2
2047
-893
265
1,491
3,304
58.7
86.7
2048
-982
257
1,482
3,304
57.7
89.8
2049
-1,069
251
1,472
3,299
56.7
92.6
2050
-1,156
245
1,461
3,290
55.7
94.7
2051
-1,242
239
1,449
3,278
54.7
96.7
2052
-1,327
234
1,436
3,263
53.8
98.6
2053
-1,412
228
1,422
3,244
52.8
100.2
2054
-1,496
223
1,407
3,223
51.9
101.7
2055
-1,580
218
1,392
3,199
51.0
103.0
2056
-1,664
214
1,376
3,173
50.1
104.2
2057
-1,747
209
1,359
3,144
49.2
105.2
2058
-1,830
205
1,342
3,113
48.4
106.0
2059
-1,912
203
1,325
3,080
47.5
106.6
2060
-1,994
201
1,307
3,046
46.7
107.1
2061
-2,076
201
1,289
3,009
45.9
107.4
2062
-2,157
201
1,270
2,971
45.0
107.6
2063
-2,238
203
1,251
2,935
44.3
107.6
2064
-2,318
205
1,233
2,897
43.5
107.5
2065
-2,397
207
1,214
2,858
42.7
107.2
2066
-2,476
211
1,195
2,818
42.0
106.8
2067
-2,554
214
1,176
2,777
41.2
106.3
2068
-2,632
219
1,157
2,736
40.5
105.7
2069
-2,709
224
1,138
2,695
39.8
104.9
2070
-2,785
229
1,119
2,653
39.1
104.0
2071
-2,861
235
1,101
2,611
38.4
103.1
2072
-2,936
241
1,082
2,569
37.7
102.0
2073
-3,010
248
1,064
2,526
37.0
100.9
2074
-3,084
255
1,046
2,484
36.4
99.7
2075
-3,157
262
1,028
2,442
35.7
98.5
2076
-3,230
270
1,010
2,401
35.1
97.2
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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