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| Solvency provisions | Detailed Single Year Tables |
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| Trust Fund Investment in Equities | Description of Proposed Provision:      Invest 40 percent  of the Trust Funds in equities (phased in 2009-2023), assuming an ultimate 2.9 percent real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds |
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       Financial Estimates for the OASDI Trust Fund Program                Percentage of taxable payroll           Trust fundratio as ofJanuary 1CalendaryearCostrateIncomerateAnnualbalance 200811.2012.771.57 359200911.2612.811.54 369201011.3712.821.46 378201111.5312.841.31 386201211.7612.871.11 392201312.0312.900.87 394201412.3212.920.60 395201512.6212.940.32 393201612.9212.960.04 390201713.2412.99-0.25 385201813.5413.01-0.53 378201913.8413.03-0.81 371202014.1413.04-1.09 361202114.4213.06-1.36 351202214.6913.08-1.61 341202314.9513.10-1.85 329202415.2013.11-2.08 316202515.4313.13-2.30 302202615.6513.14-2.51 287202715.8713.16-2.71 272202816.0713.17-2.90 256202916.2513.18-3.07 239203016.4113.19-3.21 221203116.5413.20-3.34 203203216.6613.21-3.44 185203316.7413.22-3.52 166203416.8013.22-3.58 147203516.8413.23-3.61 127203616.8713.23-3.64 108203716.8813.23-3.65 88203816.8713.24-3.64 67203916.8513.24-3.61 47204016.8113.23-3.58 26204116.7813.23-3.54 6204216.7413.23-3.50 ----204316.7013.23-3.46 ----204416.6613.23-3.43 ----204516.6213.23-3.39 ----204616.5913.23-3.36 ----204716.5713.23-3.34 ----204816.5513.23-3.32 ----204916.5313.23-3.30 ----205016.5213.23-3.29 ----205116.5213.23-3.29 ----205216.5213.23-3.29 ----205316.5313.23-3.30 ----205416.5513.23-3.31 ----205516.5713.23-3.33 ----205616.5913.24-3.35 ----205716.6213.24-3.38 ----205816.6413.24-3.40 ----205916.6613.24-3.42 ----206016.6913.24-3.44 ----206116.7113.25-3.47 ----206216.7413.25-3.49 ----206316.7713.25-3.52 ----206416.7913.25-3.54 ----206516.8213.25-3.57 ----206616.8513.26-3.60 ----206716.8913.26-3.63 ----206816.9213.26-3.66 ----206916.9513.26-3.69 ----207016.9913.26-3.72 ----207117.0313.27-3.76 ----207217.0613.27-3.79 ----207317.1013.27-3.83 ----207417.1413.27-3.87 ----207517.1813.28-3.91 ----207617.2313.28-3.95 ----207717.2713.28-3.99 ----207817.3113.28-4.03 ----207917.3613.29-4.07 ----208017.4113.29-4.12 ----208117.4513.29-4.16 ----208217.5013.29-4.20 ----208317.5413.30-4.25 ----208417.5913.30-4.29 ----208517.6313.30-4.33 ----Summarized RatesYearsCostrateIncomerateActuarialbalance         Change inactuarialbalance Estimates based on the Intermediate Assumptions                         of the 2008 Trustees Report2008-208215.63%13.94%-1.70% 0.00% Privacy Policy      | Website Policies        & Other Important Information      | Site Map     Last reviewed or modified August 11, 2008