Archer/Shaw Proposal - Table 1a

Table 1a 2% SSG Account, Self Ann, 100% Benefit Offset, Elim Earns Test, IA Cntrb 2%, Ben Offset 100.0%
SSG to Heirs
at Death < 65
If No Survivor
With Ult Real TF lnt Rate of 3.0
With Ult Real IA Yld Rate of 5.35
With Annuity Net Yld Rate 5.35
Year Cost
Rate*
Income
Rate**
Annual
Balance
TFR
1-1-yr
Change
in OASDI
Contrib
Rate
OASDI
Contrib
Rate
IA
Contrib
Rate
1999 10.79 12.70 1.91 194   12.40 0.00
2000 10.79 12.65 1.86 217   12.40 0.00
2001 10.86 12.68 1.81 237   12.40 4.00
2002 10.97 12.68 1.71 256   12.40 2.00
2003 11.06 12.68 1.63 273   12.40 2.00
2004 11.16 12.69 1.53 289   12.40 2.00
2005 11.25 12.70 1.45 303   12.40 2.00
2006 11.36 12.71 1.35 315   12.40 2.00
2007 11.45 12.72 1.27 327   12.40 2.00
2008 11.56 12.73 1.17 338   12.40 2.00
2009 11.70 12.74 1.04 347   12.40 2.00
2010 11.85 12.75 0.90 354   12.40 2.00
2011 12.02 12.76 0.74 361   12.40 2.00
2012 12.23 12.77 0.54 366   12.40 2.00
2013 12.46 12.79 0.33 389   12.40 2.00
2014 12.71 12.80 0.10 370   12.40 2.00
2015 12.97 12.82 -0.15 370   12.40 2.00
2016 13.24 12.84 -0.40 367   12.40 2.00
2017 13.52 12.86 -0.67 363   12.40 2.00
2018 13.80 12.87 -0.93 357   12.40 2.00
2019 14.09 12.89 -1.20 350   12.40 2.00
2020 14.38 12.91 -1.48 341   12.40 2.00
2021 14.64 12.94 -1.70 331   12.40 2.00
2022 14.86 12.95 -1.90 321   12.40 2.00
2023 15.07 12.97 -2.09 311   12.40 2.00
2024 15.25 12.99 -2.26 299   12.40 2.00
2025 15.41 13.01 -2.40 287   12.40 2.00
2026 15.55 13.03 -2.52 275   12.40 2.00
2027 15.66 13.04 -2.61 262   12.40 2.00
2028 15.73 13.06 -2.67 250   12.40 2.00
2029 15.77 13.07 -2.69 237   12.40 2.00
2030 15.77 13.09 -2.68 225   12.40 2.00
2031 15.74 13.10 -2.64 212   12.40 2.00
2032 15.70 13.11 -2.58 200   12.40 2.00
2033 15.62 13.13 -2.49 188   12.40 2.00
2034 15.49 13.13 -2.35 178   12.40 2.00
2035 15.33 13.14 -2.19 167   12.40 2.00
2036 15.14 13.15 -1.99 158   12.40 2.00
2037 14.93 13.15 -1.78 150   12.40 2.00
2038 14.69 13.16 -1.54 143   12.40 2.00
2039 14.44 13.16 -1.28 138   12.40 2.00
2040 14.18 13.17 -1.01 134   12.40 2.00
2041 13.90 13.17 -0.73 132   12.40 2.00
2042 13.64 13.18 -0.47 132   12.40 2.00
2043 13.39 13.18 -0.21 134   12.40 2.00
2044 13.15 13.18 0.04 137   12.40 2.00
2045 12.91 13.19 0.28 143   12.40 2.00
2046 12.67 13.19 0.52 150   12.40 2.00
2047 12.45 13.20 0.75 160   12.40 2.00
2048 12.24 13.20 0.97 172   12.40 2.00
2049 12.03 13.21 1.17 188   12.40 2.00
2050 11.84 10.71 -1.13 203 -2.5 9.90 2.00
2051 11.57 10.72 -0.95 201   9.90 2.00
2052 11.51 10.72 -0.79 199   9.90 2.00
2053 11.37 10.73 -0.64 199   9.90 2.00
2054 11.24 10.74 -0.50 200   9.90 2.00
2055 11.11 10.75 -0.37 201   9.90 2.00
2056 11.00 10.75 -0.25 204   9.90 2.00
2057 10.89 10.75 -0.13 208   9.90 2.00
2058 10.79 10.77 -0.02 213   9.90 2.00
2059 10.70 10.78 0.08 219   9.90 2.00
2060 10.61 9.78 -0.83 226 -1.0 8.90 2.00
2061 10.53 9.79 -0.74 224   8.90 2.00
2062 10.45 9.79 -0.65 224   8.90 2.00
2063 10.38 9.80 -0.58 223   8.90 2.00
2064 10.31 9.81 -0.51 224   8.90 2.00
2065 10.26 9.81 -0.45 224   8.90 2.00
2066 10.21 9.82 -0.39 226   8.90 2.00
2067 10.17 9.82 -0.35 227   8.90 2.00
2068 10.14 9.83 -0.31 229   8.90 2.00
2069 10.11 9.83 -0.28 231   8.90 2.00
2070 10.10 9.83 -0.26 233   8.90 2.00
2071 10.09 9.84 -0.25 236   8.90 2.00
2072 10.09 9.84 -0.25 238   8.90 2.00
2073 10.10 9.85 -0.25 240   8.90 2.00
2074 10.11 9.85 -0.26 242   8.90 2.00

Summarized
Years CostRt
OASDI
lncRt
OASDI
ActBal
OASDI
Change in
ActBal

1999-2073 12.84 12.92 0.09 2.15

Based on Intermediate Assumptions of the 1999 Trustees Report
With Ult Real Int Rate of 3.00
* Net of Benefit Offset
Office of the Actuary
Social Security Administration
April 28, 1999