| Table 9 | |||||||||||||
| Investment/Insurance Social Security System -- 10% Returns | |||||||||||||
| Col. ID | AP | AQ | AR | AS | AT | AU | AV | AW | AX | AY | AZ | BA | BB |
| OASI | Stock Fund Accounts | Bond / Insurance Fund Accounts | Total | ||||||||||
| Year | Fraction of OASI Paid by New Workers Annually | OASI Income | Annual Investments To Stock Accounts | Cumulative Value of Stock Fund Year End Balance Int. Rate = 10% | Expected Benefits Paid from Stock Fund | Investments to Bond / Insurance Fund | Bond/Ins Fund Year End Balance Int Rate = 5% | Benefits Paid from Bond / Insurance Fund | Total Expected Benefits Paid By New Program | ||||
| By Each Year Group | By All New Workers (25% of OASI) | 1st Year Benefits | Total Annual Benefits | By Each Year Group | By All New Workers (35% of OASI) | 1st Year Benefits | Total Annual Benefits | ||||||
| 2004 | 2.5% | $562 | $18 | $18 | $5 | $5 | $5 | ||||||
| 2005 | 5.0% | $510 | $3 | $19 | $38 | $4 | $11 | $17 | |||||
| 2006 | 7.5% | $543 | $3 | $24 | $66 | $5 | $17 | $35 | |||||
| 2007 | 10.0% | $570 | $4 | $29 | $101 | $5 | $24 | $61 | |||||
| 2008 | 12.5% | $601 | $4 | $34 | $145 | $5 | $32 | $96 | |||||
| 2009 | 15.0% | $630 | $4 | $39 | $199 | $6 | $40 | $141 | |||||
| 2010 | 17.5% | $662 | $4 | $45 | $264 | $6 | $49 | $198 | |||||
| 2011 | 20.0% | $696 | $4 | $52 | $343 | $6 | $59 | $267 | |||||
| 2012 | 22.5% | $730 | $5 | $59 | $437 | $6 | $69 | $351 | |||||
| 2013 | 25.0% | $761 | $5 | $67 | $547 | $7 | $80 | $450 | |||||
| 2014 | 27.5% | $800 | $5 | $75 | $676 | $7 | $93 | $567 | |||||
| 2015 | 30.0% | $837 | $5 | $84 | $828 | $7 | $105 | $704 | |||||
| 2016 | 32.5% | $878 | $5 | $93 | $1,004 | $8 | $119 | $862 | |||||
| 2017 | 35.0% | $920 | $6 | $103 | $1,208 | $8 | $134 | $1,045 | |||||
| 2018 | 37.5% | $961 | $6 | $114 | $1,443 | $8 | $150 | $1,254 | |||||
| 2019 | 40.0% | $1,003 | $6 | $125 | $1,712 | $9 | $167 | $1,493 | |||||
| 2020 | 42.5% | $1,044 | $7 | $137 | $2,021 | $9 | $185 | $1,764 | |||||
| 2021 | 45.0% | $1,094 | $7 | $150 | $2,373 | $10 | $204 | $2,069 | |||||
| 2022 | 47.5% | $1,143 | $7 | $164 | $2,775 | $10 | $225 | $2,411 | |||||
| 2023 | 50.0% | $1,193 | $7 | $179 | $3,231 | $10 | $247 | $2,795 | |||||
| 2024 | 52.5% | $1,243 | $8 | $194 | $3,748 | $11 | $271 | $3,224 | |||||
| 2025 | 55.0% | $1,293 | $8 | $210 | $4,333 | $11 | $295 | $3,705 | |||||
| 2026 | 57.5% | $1,353 | $8 | $228 | $4,995 | $12 | $321 | $4,235 | |||||
| 2027 | 60.0% | $1,414 | $9 | $247 | $5,742 | $12 | $351 | $4,821 | |||||
| 2028 | 62.5% | $1,474 | $9 | $267 | $6,583 | $13 | $381 | $5,469 | |||||
| 2029 | 65.0% | $1,535 | $10 | $288 | $7,529 | $13 | $414 | $6,185 | |||||
| 2030 | 67.5% | $1,595 | $10 | $309 | $8,591 | $14 | $447 | $6,977 | |||||
| 2031 | 70.0% | $1,670 | $10 | $334 | $9,784 | $15 | $482 | $7,842 | |||||
| 2032 | 72.5% | $1,743 | $11 | $360 | $11,122 | $15 | $523 | $8,794 | |||||
| 2033 | 75.0% | $1,818 | $11 | $386 | $12,621 | $16 | $565 | $9,842 | |||||
| 2034 | 77.5% | $1,893 | $12 | $414 | $14,297 | $60 | $60 | $17 | $608 | $10,998 | $67 | $67 | |
| 2035 | 80.0% | $1,968 | $12 | $443 | $16,169 | $67 | $129 | $17 | $654 | $12,284 | $67 | $136 | |
| 2036 | 82.5% | $2,060 | $13 | $476 | $18,263 | $74 | $209 | $18 | $700 | $13,630 | $67 | $206 | $416 |
| 2037 | 85.0% | $2,151 | $13 | $511 | $20,600 | $83 | $302 | $19 | $755 | $15,028 | $67 | $279 | $581 |
| 2038 | 87.5% | $2,243 | $14 | $547 | $23,206 | $92 | $408 | $20 | $812 | $16,456 | $67 | $354 | $762 |
| 2039 | 90.0% | $2,334 | $15 | $584 | $26,111 | $102 | $530 | $20 | $870 | $18,149 | $67 | $431 | $961 |
| 2040 | 92.5% | $2,426 | $15 | $606 | $29,328 | $114 | $669 | $21 | $931 | $19,987 | $67 | $511 | $1,180 |
| 2041 | 95.0% | $2,538 | $16 | $635 | $32,895 | $126 | $827 | $22 | $993 | $21,980 | $67 | $593 | $1,420 |
| 2042 | 97.5% | $2,650 | $17 | $663 | $36,848 | $140 | $1,006 | $23 | $1,066 | $24,144 | $67 | $677 | $1,683 |
| 2043 | 100.0% | $2,763 | $17 | $691 | $41,223 | $155 | $1,210 | $24 | $1,141 | $26,492 | $67 | $764 | $1,973 |
| 2044 | 100.0% | $2,875 | $18 | $719 | $44,624 | $172 | $1,440 | $25 | $1,189 | $29,006 | $67 | $853 | $2,293 |
| 2045 | 100.0% | $2,987 | $19 | $747 | $48,134 | $191 | $1,699 | $26 | $1,236 | $31,692 | $70 | $948 | $2,647 |
| 2046 | 100.0% | $3,123 | $20 | $781 | $51,748 | $200 | $1,981 | $27 | $1,284 | $34,560 | $73 | $1,048 | $3,029 |
| 2047 | 100.0% | $3,260 | $20 | $815 | $55,453 | $209 | $2,284 | $29 | $1,342 | $37,630 | $76 | $1,155 | $3,439 |
| 2048 | 100.0% | $3,396 | $21 | $849 | $59,236 | $219 | $2,612 | $30 | $1,400 | $40,912 | $79 | $1,268 | $3,880 |
| 2049 | 100.0% | $3,532 | $22 | $883 | $63,077 | $229 | $2,965 | $31 | $1,459 | $44,417 | $83 | $1,388 | $4,354 |
| 2050 | 100.0% | $3,668 | $23 | $917 | $66,955 | $239 | $3,346 | $32 | $1,517 | $48,154 | $87 | $1,516 | $4,862 |
| 2051 | 100.0% | $3,835 | $24 | $959 | $70,854 | $250 | $3,756 | $34 | $1,575 | $52,137 | $90 | $1,651 | $5,406 |
| 2052 | 100.0% | $4,001 | $25 | $1,000 | $74,744 | $261 | $4,196 | $35 | $1,647 | $56,391 | $94 | $1,794 | $5,989 |
| 2053 | 100.0% | $4,168 | $26 | $1,042 | $78,592 | $273 | $4,668 | $36 | $1,718 | $60,928 | $98 | $1,945 | $6,613 |
| 2054 | 100.0% | $4,334 | $27 | $1,084 | $82,510 | $285 | $5,024 | $38 | $1,789 | $65,764 | $103 | $1,985 | $7,010 |
| 2055 | 100.0% | $4,501 | $28 | $1,125 | $86,494 | $297 | $5,392 | $39 | $1,861 | $70,913 | $107 | $2,032 | $7,424 |
| 2056 | 100.0% | $4,705 | $29 | $1,176 | $90,548 | $310 | $5,772 | $41 | $1,932 | $76,390 | $112 | $2,084 | $7,855 |
| 2057 | 100.0% | $4,908 | $31 | $1,227 | $94,669 | $324 | $6,161 | $43 | $2,023 | $82,233 | $117 | $2,142 | $8,303 |
| 2058 | 100.0% | $5,112 | $32 | $1,278 | $98,855 | $338 | $6,559 | $45 | $2,114 | $88,459 | $122 | $2,208 | $8,767 |
| 2059 | 100.0% | $5,316 | $33 | $1,329 | $103,104 | $352 | $6,965 | $47 | $2,205 | $95,087 | $127 | $2,280 | $9,245 |
| 2060 | 100.0% | $5,520 | $34 | $1,380 | $107,419 | $368 | $7,376 | $48 | $2,296 | $102,138 | $132 | $2,360 | $9,736 |
| 2061 | 100.0% | $5,780 | $36 | $1,445 | $111,816 | $383 | $7,790 | $51 | $2,387 | $109,632 | $138 | $2,448 | $10,238 |
| 2062 | 100.0% | $6,040 | $38 | $1,510 | $116,302 | $400 | $8,206 | $53 | $2,491 | $117,605 | $144 | $2,544 | $10,750 |
| 2063 | 100.0% | $6,301 | $39 | $1,575 | $120,888 | $417 | $8,619 | $55 | $2,594 | $126,079 | $150 | $2,649 | $11,268 |
| 2064 | 100.0% | $6,561 | $41 | $1,640 | $125,590 | $435 | $9,027 | $57 | $2,698 | $135,081 | $156 | $2,764 | $11,791 |
| 2065 | 100.0% | $6,821 | $43 | $1,705 | $130,428 | $453 | $9,426 | $60 | $2,801 | $144,636 | $163 | $2,884 | $12,309 |
| 2066 | 100.0% | $7,117 | $44 | $1,779 | $135,411 | $473 | $9,840 | $62 | $2,905 | $154,773 | $170 | $3,008 | $12,848 |
| 2067 | 100.0% | $7,413 | $46 | $1,853 | $140,535 | $493 | $10,270 | $65 | $3,036 | $165,547 | $177 | $3,138 | $13,408 |
| 2068 | 100.0% | $7,708 | $48 | $1,927 | $145,798 | $514 | $10,717 | $67 | $3,167 | $176,992 | $184 | $3,273 | $13,990 |
| 2069 | 100.0% | $8,004 | $50 | $2,001 | $151,197 | $535 | $11,182 | $70 | $3,298 | $189,139 | $192 | $3,413 | $14,596 |
| 2070 | 100.0% | $8,299 | $52 | $2,075 | $156,725 | $558 | $11,666 | $73 | $3,429 | $202,026 | $200 | $3,559 | $15,225 |
| 2071 | 100.0% | $8,674 | $54 | $2,168 | $162,397 | $582 | $12,169 | $76 | $3,560 | $215,687 | $209 | $3,711 | $15,881 |
| 2072 | 100.0% | $9,048 | $57 | $2,262 | $168,205 | $607 | $12,693 | $79 | $3,720 | $230,192 | $217 | $3,869 | $16,562 |
| 2073 | 100.0% | $9,423 | $59 | $2,356 | $174,144 | $632 | $13,238 | $82 | $3,880 | $245,582 | $227 | $4,034 | $17,272 |
| 2074 | 100.0% | $9,797 | $61 | $2,449 | $180,203 | $659 | $13,805 | $86 | $4,041 | $261,901 | $236 | $4,205 | $18,010 |
| 2075 | 100.0% | $10,172 | $64 | $2,543 | $186,372 | $687 | $14,395 | $89 | $4,201 | $279,197 | $246 | $4,384 | $18,778 |
| 2076 | 100.0% | $10,630 | $66 | $2,657 | $192,657 | $716 | $15,009 | $93 | $4,361 | $297,518 | $256 | $4,570 | $19,578 |
| 2077 | 100.0% | $11,087 | $69 | $2,772 | $199,047 | $746 | $15,648 | $97 | $4,557 | $316,951 | $267 | $4,763 | $20,411 |
| 2078 | 100.0% | $11,545 | $72 | $2,886 | $205,524 | $777 | $16,314 | $101 | $4,762 | $337,561 | $278 | $4,964 | $21,278 |
| 2079 | 100.0% | $12,002 | $75 | $3,001 | $212,070 | $810 | $17,007 | $105 | $4,977 | $359,416 | $290 | $5,174 | $22,181 |
| 2080 | 100.0% | $12,460 | $78 | $3,115 | $218,664 | $844 | $17,729 | $109 | $5,201 | $382,587 | $302 | $5,392 | $23,121 |
| 2081 | 100.0% | $13,021 | $81 | $3,255 | $225,305 | $880 | $18,480 | $114 | $5,435 | $407,151 | $315 | $5,620 | $24,100 |
| 2082 | 100.0% | $13,607 | $85 | $3,402 | $231,974 | $916 | $19,263 | $119 | $5,679 | $433,188 | $328 | $5,856 | $25,119 |
| 2083 | 100.0% | $14,219 | $89 | $3,555 | $238,649 | $955 | $20,078 | $124 | $5,935 | $460,782 | $341 | $6,103 | $26,180 |
| 2084 | 100.0% | $14,859 | $93 | $241,588 | $995 | $20,926 | $130 | $483,821 | $356 | $6,359 | $27,285 | ||
| 2085 | 100.0% | $15,527 | $97 | $243,937 | $1,036 | $21,810 | $136 | $508,012 | $371 | $6,626 | $28,436 | ||
| 2086 | 100.0% | $16,226 | $101 | $245,600 | $1,080 | $22,730 | $142 | $533,413 | $386 | $6,904 | $29,634 | ||
| 2087 | 100.0% | $16,956 | $106 | $246,472 | $1,125 | $23,688 | $148 | $560,083 | $402 | $7,194 | $30,882 | ||