| **IA proceeds go to estate if worker dies before entitlement**Ultimate Real Trust Fund Interest Rate 3.00Ultimate Real IA Yield Rate 4.45Ultimate Real Annuity Yield Rate 3.00                                                                                                                                               |
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| 2003                                                                                                                                                                                                                                                                                                                         | 10.89 | 12.70 | 1.81 | 288 | 0.00 | 12.40 |   |
| 2004                                                                                                                                                                                                                                                                                                                         | 10.66 | 12.69 | 2.03 | 311 | 0.00 | 12.40 |   |
| 2005                                                                                                                                                                                                                                                                                                                         | 10.35 | 12.71 | 2.36 | 339 | 0.02 | 12.40 |   |
| 2006                                                                                                                                                                                                                                                                                                                         | 10.24 | 10.66 | 0.42 | 364 | 0.04 | 10.41 | 1.99 |
| 2007                                                                                                                                                                                                                                                                                                                         | 10.11 | 10.78 | 0.67 | 373 | 0.10 | 10.38 | 2.02 |
| 2008                                                                                                                                                                                                                                                                                                                         | 10.03 | 10.78 | 0.75 | 383 | 0.12 | 10.35 | 2.05 |
| 2009                                                                                                                                                                                                                                                                                                                         | 10.07 | 10.76 | 0.69 | 392 | 0.13 | 10.32 | 2.08 |
| 2010                                                                                                                                                                                                                                                                                                                         | 10.14 | 10.84 | 0.70 | 400 | 0.20 | 10.29 | 2.11 |
| 2011                                                                                                                                                                                                                                                                                                                         | 10.23 | 10.92 | 0.69 | 407 | 0.24 | 10.27 | 2.13 |
| 2012                                                                                                                                                                                                                                                                                                                         | 10.35 | 11.00 | 0.65 | 414 | 0.29 | 10.25 | 2.15 |
| 2013                                                                                                                                                                                                                                                                                                                         | 10.52 | 11.07 | 0.55 | 419 | 0.33 | 10.23 | 2.17 |
| 2014                                                                                                                                                                                                                                                                                                                         | 10.69 | 11.10 | 0.41 | 423 | 0.33 | 10.21 | 2.19 |
| 2015                                                                                                                                                                                                                                                                                                                         | 10.88 | 11.13 | 0.25 | 425 | 0.33 | 10.20 | 2.20 |
| 2016                                                                                                                                                                                                                                                                                                                         | 11.09 | 11.17 | 0.08 | 425 | 0.33 | 10.19 | 2.21 |
| 2017                                                                                                                                                                                                                                                                                                                         | 11.32 | 11.21 | -0.10 | 424 | 0.33 | 10.18 | 2.22 |
| 2018                                                                                                                                                                                                                                                                                                                         | 11.55 | 11.27 | -0.29 | 421 | 0.33 | 10.17 | 2.23 |
| 2019                                                                                                                                                                                                                                                                                                                         | 11.79 | 11.38 | -0.41 | 416 | 0.39 | 10.16 | 2.24 |
| 2020                                                                                                                                                                                                                                                                                                                         | 12.03 | 11.40 | -0.63 | 411 | 0.39 | 10.16 | 2.24 |
| 2021                                                                                                                                                                                                                                                                                                                         | 12.27 | 11.42 | -0.84 | 404 | 0.39 | 10.15 | 2.25 |
| 2022                                                                                                                                                                                                                                                                                                                         | 12.50 | 11.45 | -1.05 | 396 | 0.39 | 10.14 | 2.26 |
| 2023                                                                                                                                                                                                                                                                                                                         | 12.69 | 11.47 | -1.22 | 388 | 0.39 | 10.14 | 2.26 |
| 2024                                                                                                                                                                                                                                                                                                                         | 12.88 | 11.49 | -1.39 | 379 | 0.39 | 10.13 | 2.27 |
| 2025                                                                                                                                                                                                                                                                                                                         | 13.06 | 11.52 | -1.54 | 369 | 0.39 | 10.13 | 2.27 |
| 2026                                                                                                                                                                                                                                                                                                                         | 13.21 | 11.54 | -1.67 | 359 | 0.39 | 10.13 | 2.27 |
| 2027                                                                                                                                                                                                                                                                                                                         | 13.35 | 11.56 | -1.79 | 349 | 0.39 | 10.13 | 2.27 |
| 2028                                                                                                                                                                                                                                                                                                                         | 13.47 | 11.59 | -1.88 | 338 | 0.39 | 10.13 | 2.27 |
| 2029                                                                                                                                                                                                                                                                                                                         | 13.56 | 11.61 | -1.95 | 327 | 0.39 | 10.13 | 2.27 |
| 2030                                                                                                                                                                                                                                                                                                                         | 13.63 | 11.63 | -2.00 | 317 | 0.39 | 10.13 | 2.27 |
| 2031                                                                                                                                                                                                                                                                                                                         | 13.66 | 11.64 | -2.02 | 306 | 0.39 | 10.13 | 2.27 |
| 2032                                                                                                                                                                                                                                                                                                                         | 13.68 | 11.66 | -2.02 | 296 | 0.39 | 10.13 | 2.27 |
| 2033                                                                                                                                                                                                                                                                                                                         | 13.67 | 11.67 | -2.00 | 286 | 0.39 | 10.13 | 2.27 |
| 2034                                                                                                                                                                                                                                                                                                                         | 13.65 | 11.68 | -1.97 | 276 | 0.39 | 10.13 | 2.27 |
| 2035                                                                                                                                                                                                                                                                                                                         | 13.61 | 11.69 | -1.92 | 267 | 0.39 | 10.13 | 2.27 |
| 2036                                                                                                                                                                                                                                                                                                                         | 13.56 | 11.70 | -1.86 | 259 | 0.39 | 10.13 | 2.27 |
| 2037                                                                                                                                                                                                                                                                                                                         | 13.49 | 11.71 | -1.78 | 250 | 0.39 | 10.13 | 2.27 |
| 2038                                                                                                                                                                                                                                                                                                                         | 13.42 | 11.72 | -1.70 | 242 | 0.39 | 10.13 | 2.27 |
| 2039                                                                                                                                                                                                                                                                                                                         | 13.34 | 11.72 | -1.61 | 235 | 0.39 | 10.13 | 2.27 |
| 2040                                                                                                                                                                                                                                                                                                                         | 13.25 | 11.73 | -1.52 | 228 | 0.39 | 10.13 | 2.27 |
| 2041                                                                                                                                                                                                                                                                                                                         | 13.16 | 11.73 | -1.42 | 222 | 0.39 | 10.13 | 2.27 |
| 2042                                                                                                                                                                                                                                                                                                                         | 13.07 | 11.74 | -1.33 | 216 | 0.39 | 10.13 | 2.27 |
| 2043                                                                                                                                                                                                                                                                                                                         | 12.98 | 11.83 | -1.15 | 211 | 0.47 | 10.13 | 2.27 |
| 2044                                                                                                                                                                                                                                                                                                                         | 12.89 | 11.83 | -1.06 | 207 | 0.47 | 10.13 | 2.27 |
| 2045                                                                                                                                                                                                                                                                                                                         | 12.81 | 11.84 | -0.97 | 204 | 0.47 | 10.13 | 2.27 |
| 2046                                                                                                                                                                                                                                                                                                                         | 12.73 | 11.85 | -0.89 | 201 | 0.47 | 10.13 | 2.27 |
| 2047                                                                                                                                                                                                                                                                                                                         | 12.66 | 11.85 | -0.81 | 198 | 0.47 | 10.13 | 2.27 |
| 2048                                                                                                                                                                                                                                                                                                                         | 12.59 | 11.86 | -0.73 | 196 | 0.47 | 10.13 | 2.27 |
| 2049                                                                                                                                                                                                                                                                                                                         | 12.53 | 11.88 | -0.65 | 195 | 0.47 | 10.13 | 2.27 |
| 2050                                                                                                                                                                                                                                                                                                                         | 12.47 | 11.89 | -0.58 | 194 | 0.47 | 10.13 | 2.27 |
| 2051                                                                                                                                                                                                                                                                                                                         | 12.42 | 11.90 | -0.53 | 193 | 0.47 | 10.13 | 2.27 |
| 2052                                                                                                                                                                                                                                                                                                                         | 12.39 | 11.91 | -0.47 | 193 | 0.47 | 10.13 | 2.27 |
| 2053                                                                                                                                                                                                                                                                                                                         | 12.36 | 11.93 | -0.43 | 192 | 0.47 | 10.13 | 2.27 |
| 2054                                                                                                                                                                                                                                                                                                                         | 12.33 | 11.94 | -0.39 | 193 | 0.47 | 10.13 | 2.27 |
| 2055                                                                                                                                                                                                                                                                                                                         | 12.31 | 11.95 | -0.36 | 193 | 0.47 | 10.13 | 2.27 |
| 2056                                                                                                                                                                                                                                                                                                                         | 12.29 | 11.96 | -0.33 | 194 | 0.47 | 10.13 | 2.27 |
| 2057                                                                                                                                                                                                                                                                                                                         | 12.27 | 11.97 | -0.30 | 194 | 0.47 | 10.13 | 2.27 |
| 2058                                                                                                                                                                                                                                                                                                                         | 12.25 | 11.98 | -0.27 | 196 | 0.47 | 10.13 | 2.27 |
| 2059                                                                                                                                                                                                                                                                                                                         | 12.23 | 11.99 | -0.24 | 197 | 0.47 | 10.13 | 2.27 |
| 2060                                                                                                                                                                                                                                                                                                                         | 12.21 | 12.00 | -0.21 | 199 | 0.47 | 10.13 | 2.27 |
| 2061                                                                                                                                                                                                                                                                                                                         | 12.19 | 12.00 | -0.18 | 200 | 0.47 | 10.13 | 2.27 |
| 2062                                                                                                                                                                                                                                                                                                                         | 12.17 | 12.01 | -0.16 | 203 | 0.47 | 10.13 | 2.27 |
| 2063                                                                                                                                                                                                                                                                                                                         | 12.16 | 12.12 | -0.04 | 205 | 0.57 | 10.13 | 2.27 |
| 2064                                                                                                                                                                                                                                                                                                                         | 12.15 | 12.13 | -0.03 | 208 | 0.57 | 10.13 | 2.27 |
| 2065                                                                                                                                                                                                                                                                                                                         | 12.15 | 12.13 | -0.01 | 211 | 0.57 | 10.13 | 2.27 |
| 2066                                                                                                                                                                                                                                                                                                                         | 12.15 | 12.14 | -0.01 | 215 | 0.57 | 10.13 | 2.27 |
| 2067                                                                                                                                                                                                                                                                                                                         | 12.15 | 12.15 | 0.00 | 218 | 0.57 | 10.13 | 2.27 |
| 2068                                                                                                                                                                                                                                                                                                                         | 12.15 | 12.15 | 0.00 | 222 | 0.57 | 10.13 | 2.27 |
| 2069                                                                                                                                                                                                                                                                                                                         | 12.16 | 12.16 | 0.00 | 225 | 0.57 | 10.13 | 2.27 |
| 2070                                                                                                                                                                                                                                                                                                                         | 12.17 | 12.17 | -0.01 | 229 | 0.57 | 10.13 | 2.27 |
| 2071                                                                                                                                                                                                                                                                                                                         | 12.18 | 12.17 | -0.01 | 232 | 0.57 | 10.13 | 2.27 |
| 2072                                                                                                                                                                                                                                                                                                                         | 12.20 | 12.18 | -0.02 | 236 | 0.57 | 10.13 | 2.27 |
| 2073                                                                                                                                                                                                                                                                                                                         | 12.21 | 12.18 | -0.03 | 239 | 0.57 | 10.13 | 2.27 |
| 2074                                                                                                                                                                                                                                                                                                                         | 12.23 | 12.19 | -0.04 | 243 | 0.57 | 10.13 | 2.27 |
| 2075                                                                                                                                                                                                                                                                                                                         | 12.24 | 12.19 | -0.05 | 246 | 0.57 | 10.13 | 2.27 |
| 2076                                                                                                                                                                                                                                                                                                                         | 12.26 | 12.20 | -0.06 | 250 | 0.57 | 10.13 | 2.27 |
| 2077                                                                                                                                                                                                                                                                                                                         | 12.28 | 12.20 | -0.08 | 253 | 0.57 | 10.13 | 2.27 |
| 2078                                                                                                                                                                                                                                                                                                                         | 12.30 | 12.21 | -0.09 | 257 | 0.57 | 10.13 | 2.27 |
| 2003-2077                                                                                                                                                                                                                                                                                                                    | **Summarized** | Change inActuarialBalance |   |   |   |
| CostRate                                                                                                                                                                                                                                                                                                                     | IncomeRate | Actuarial Balance |   |   |   |
| 12.16                                                                                                                                                                                                                                                                                                                        | 12.29 | 0.14 | 2.05 |   |   |   |
| Based on Intermediate Assumptions of the 2003 Trustees Report.1 All workers under 55 at the beginning of 2006 would invest 3% of taxable earnings up to$10,000 and 2% of earnings greater than $10,000 into individual accounts ($10,000 wage-indexed after 2006).2 Includes specified general fund transfers (provision 4). |
|                                                                                                                                                                                                                                                                                                                         | Office of the Chief ActuarySocial Security AdministrationFebruary 11, 2004 |

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