Table 1a -- DeMint Plan
NO Clawback
at Death <65
If No Survivor
Stock Yield = 6.5%
Redirect 8-3% of Old-Age, Survivors, and Disability Insurance (OASDI) Contribution to
                  Individual Account (IA) for Workers Under Age 55, Beginning on January 1, 2003
Benefit Offset for Workers Under Age 55 = 90-100.0%
IA Distribution Taxed like Benefits
IA Contribution = 5.1%
IA Assets Held in Stocks = 60%
With Ultimate Real Trust Fund Interest Rate of: 3.0
With Ultimate Real IA Net Yield Rate of: 5.0
With Offset Annuity Net Yield Rate of: 4.8
Real Interest Rate First 1.33 Year after earnings: 2.0
Year
Cost
Rate*
Income
Rate
Annual
Balance
Trust
Fund
Ratio**
1-1-Year
Percent of
Individual
Account
Assets
Held
in Social
Security
Transition
Bonds on
12/31
Effective
OASDI
Contri-
bution
Rate
Cash Flow
to the
General
Fund
(see
Table 1c--
Billions
of Current
Dollars)
Net
Purchase
of Social
Security
Transition
Bonds by
Individual
Accounts***
Changes in OASDI
Contribution Rate from--
Individual
Account
Contri-
bution
Transfer
from
General
Fund
2001
10.49
12.72
2.23
239
 
12.40
 
 
 
 
2002
10.42
12.72
2.30
264
 
12.40
 
 
 
 
2003
10.43
8.70
-1.74
289
40
8.37
-8
1.56
4.03
 
2004
10.48
8.39
-2.09
290
40
8.05
-18
1.72
4.35
 
2005
10.56
8.32
-2.24
288
40
7.97
-23
1.78
4.43
 
2006
10.64
8.25
-2.39
284
40
7.90
-29
1.85
4.50
 
2007
10.77
8.18
-2.59
279
40
7.82
-38
1.91
4.58
 
2008
10.93
8.15
-2.78
273
40
7.77
-48
1.97
4.63
 
2009
11.12
8.12
-3.00
264
40
7.73
-61
2.03
4.67
 
2010
11.30
8.09
-3.21
255
40
7.68
-74
2.07
4.72
 
2011
11.47
8.05
-3.42
244
40
7.63
-90
2.11
4.77
 
2012
11.69
8.02
-3.68
231
40
7.59
-109
2.15
4.81
 
2013
11.93
7.98
-3.95
217
40
7.54
-133
2.19
4.86
 
2014
12.19
7.95
-4.24
201
40
7.50
-159
2.23
4.90
 
2015
12.45
7.94
-4.51
184
40
7.47
-187
2.26
4.93
 
2016
12.72
7.94
-4.78
165
40
7.46
-217
2.28
4.94
 
2017
12.99
7.93
-5.06
145
40
7.44
-250
2.30
4.96
 
2018
13.26
7.93
-5.33
124
40
7.42
-285
2.32
4.98
 
2019
13.52
10.93
-2.59
102
40
10.40
-322
2.34
5.00
3.00
2020
13.76
11.43
-2.33
100
40
10.89
-361
2.35
5.01
3.50
2021
13.97
11.64
-2.33
100
40
11.07
-399
2.36
5.03
3.70
2022
14.15
11.65
-2.50
100
40
11.05
-436
2.37
5.05
3.70
2023
14.31
11.86
-2.45
100
40
11.24
-473
2.37
5.06
3.90
2024
14.44
11.88
-2.56
100
40
11.23
-509
2.36
5.07
3.90
2025
14.54
11.99
-2.55
100
40
11.32
-545
2.35
5.08
4.00
2026
14.62
12.11
-2.51
100
40
11.41
-579
2.34
5.09
4.10
2027
14.66
12.12
-2.53
100
40
11.40
-612
2.32
5.10
4.10
2028
14.66
12.05
-2.61
100
40
11.30
-641
2.30
5.10
4.00
2029
14.62
12.08
-2.54
100
40
11.30
-665
2.26
5.10
4.00
2030
14.54
11.90
-2.64
100
40
11.10
-685
2.23
5.10
3.80
2031
14.44
11.93
-2.51
100
40
11.10
-702
2.18
5.10
3.80
2032
14.30
11.75
-2.55
100
40
10.90
-715
2.13
5.10
3.60
2033
14.15
11.58
-2.57
100
40
10.70
-725
2.08
5.10
3.40
2034
13.95
11.50
-2.45
100
40
10.60
-725
2.03
5.10
3.30
2035
13.72
11.22
-2.49
100
40
10.30
-718
1.98
5.10
3.00
2036
13.46
11.05
-2.41
100
40
10.10
-705
1.92
5.10
2.80
2037
13.18
10.77
-2.41
100
40
9.80
-684
1.85
5.10
2.50
2038
12.87
10.59
-2.28
100
40
9.60
-656
1.78
5.10
2.30
2039
12.55
10.32
-2.23
100
40
9.30
-621
1.70
5.10
2.00
2040
12.22
10.04
-2.18
100
40
9.00
-579
1.62
5.10
1.70
2041
11.87
9.76
-2.11
100
40
8.70
-532
1.53
5.10
1.40
2042
11.53
9.59
-1.94
100
40
8.50
-480
1.43
5.10
1.20
2043
11.20
9.31
-1.89
100
40
8.20
-430
1.33
5.10
0.90
2044
10.90
9.24
-1.66
100
40
8.10
-379
1.22
5.10
0.80
2045
10.59
8.97
-1.62
100
40
7.80
-325
1.11
5.10
0.50
2046
10.28
8.70
-1.58
100
40
7.50
-267
0.99
5.10
0.20
2047
9.94
8.63
-1.31
100
40
7.40
-198
0.85
5.10
0.10
2048
9.61
8.56
-1.05
100
40
7.30
-129
0.70
5.10
 
2049
9.32
8.59
-0.72
101
40
7.30
-63
0.56
5.10
 
2050
9.04
8.63
-0.41
105
40
7.30
1
0.41
5.10
 
2051
8.87
8.66
-0.21
109
39.97
7.30
9
0.23
5.10
 
2052
8.72
8.69
-0.04
113
39.91
7.30
6
0.05
5.10
 
2053
8.54
8.72
0.17
117
39.81
7.30
6
-0.16
5.10
 
2054
8.38
8.74
0.36
122
39.68
7.30
11
-0.34
5.10
 
2055
8.24
8.77
0.54
127
39.52
7.30
8
-0.52
5.10
 
2056
8.11
8.80
0.70
131
39.34
7.30
11
-0.67
5.10
 
2057
7.99
8.83
0.84
136
39.14
7.30
7
-0.82
5.10
 
2058
7.89
8.86
0.97
140
38.93
7.30
13
-0.94
5.10
 
2059
7.81
8.89
1.08
145
38.71
7.30
12
-1.06
5.10
 
2060
7.74
8.91
1.18
149
38.48
7.30
5
-1.17
5.10
 
2061
7.68
8.94
1.26
153
38.25
7.30
9
-1.25
5.10
 
2062
7.64
8.96
1.33
157
38.02
7.30
8
-1.32
5.10
 
2063
7.53
8.99
1.45
162
37.85
7.30
30
-1.41
5.10
 
2064
7.44
9.01
1.57
167
37.67
7.30
13
-1.55
5.10
 
2065
7.36
9.03
1.67
172
37.48
7.30
12
-1.65
5.10
 
2066
7.29
9.05
1.75
177
37.28
7.30
4
-1.75
5.10
 
2067
7.24
9.07
1.83
182
37.08
7.30
30
-1.79
5.10
 
2068
7.19
9.08
1.89
187
36.87
7.30
10
-1.88
5.10
 
2069
7.16
9.10
1.94
192
36.66
7.30
27
-1.91
5.10
 
2070
7.14
9.12
1.97
196
36.45
7.30
39
-1.94
5.10
 
2071
7.13
9.13
2.00
200
36.24
7.30
46
-1.96
5.10
 
2072
7.13
9.14
2.01
205
36.03
7.30
47
-1.97
5.10
 
2073
7.14
9.16
2.02
209
35.82
7.30
42
-1.98
5.10
 
2074
7.16
9.17
2.01
213
35.61
7.30
30
-1.98
5.10
 
2075
7.19
9.18
1.99
216
35.40
7.30
12
-1.98
5.10
 
2076
7.22
9.19
1.97
219
35.20
7.30
51
-1.93
5.10
 
 
Summarized
 
 
 
 
 
 
 
 
Cost
Rate
OASDI
Income
Rate
OASDI
Acturial
Balance
OASDI
Change in
Acturial
Balance
 
 
 
 
 
 
2001-
2075
11.41
10.25
-1.16
0.70
 
 
 
 
 
 
Based on Intermediate Assumptions of the 2001 Trustees Report.
* Net of Benefit Offset.
** Including borrowing from Individual Accounts in Form of Social Security Transition Bonds.
*** Excluding reinvestment of interest in Social Security Transition Bonds.
Office of the Actuary
Social Security Administration
December 16, 2001

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